iShares U.S. Financials ETF (IYF)
| Assets | $3.94B |
| Expense Ratio | 0.38% |
| PE Ratio | 17.50 |
| Shares Out | 32.10M |
| Dividend (ttm) | $1.59 |
| Dividend Yield | 1.29% |
| Ex-Dividend Date | Sep 16, 2025 |
| Payout Frequency | Quarterly |
| Payout Ratio | 22.64% |
| Volume | 789,613 |
| Open | 123.04 |
| Previous Close | 123.21 |
| Day's Range | 122.27 - 123.51 |
| 52-Week Low | 95.34 |
| 52-Week High | 128.08 |
| Beta | 1.00 |
| Holdings | 146 |
| Inception Date | May 22, 2000 |
About IYF
Fund Home PageThe iShares U.S. Financials ETF (IYF) is an exchange-traded fund that mostly invests in financials equity. The fund tracks a market-cap-weighted index of US financial companies, while utilizing a capping methodology to ensure diversification among its index constituents. IYF was launched on May 22, 2000 and is issued by BlackRock.
Top 10 Holdings
48.90% of assets| Name | Symbol | Weight |
|---|---|---|
| Berkshire Hathaway Inc. | BRK.B | 11.64% |
| JPMorgan Chase & Co. | JPM | 11.23% |
| Bank of America Corporation | BAC | 4.46% |
| Wells Fargo & Company | WFC | 4.05% |
| The Goldman Sachs Group, Inc. | GS | 3.80% |
| Morgan Stanley | MS | 3.06% |
| Citigroup Inc. | C | 2.99% |
| BlackRock, Inc. | BLK | 2.64% |
| The Charles Schwab Corporation | SCHW | 2.57% |
| S&P Global Inc. | SPGI | 2.46% |
Dividends
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Sep 16, 2025 | $0.38832 | Sep 19, 2025 |
| Jun 16, 2025 | $0.37159 | Jun 20, 2025 |
| Mar 18, 2025 | $0.3705 | Mar 21, 2025 |
| Dec 17, 2024 | $0.45713 | Dec 20, 2024 |
| Sep 25, 2024 | $0.36453 | Sep 30, 2024 |
| Jun 11, 2024 | $0.30003 | Jun 17, 2024 |
Performance
IYF had a total return of 16.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.89%.
News
Top 6 ETFs To Watch As Wall Street's Strongest Six Months Begin
Right now ahead of Halloween, the real suspense might be in ETF investing strategies. With markets seesawing between hopes for rate cuts and the resilience of earnings, investors are dusting off one o...
IYF: Stable Growth For The Long-Term Investor
iShares U.S. Financials ETF is rated a buy for its strong top holdings and attractive valuation versus peer financial ETFs. IYF's performance is driven by Berkshire Hathaway, JPMorgan, and Bank of Ame...
History Favors the Financial Sector Following Rate Cuts
The first rate cut of the year gives investors the opportunity to position their portfolios to capture future upside in certain sectors, should further cuts occur. History has an uncanny ability to re...
Final Trades: Freeport-McMoran, American Express, the IYF and the VXX
The Investment Committee give you their top stocks to watch for the second half.
Final Trades: Delta Air Lines, Tesla, Idexx Lab and the IYF
The Investment Committee gives you their top stocks to watch for the second half.
Final Trades: Synovus, Nextera Energy, Gilead and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Final Trades: Novartis, Sixth Street, Amazon and the IYF
The Investment Committee give you their top stocks to watch for the second half.
IYF: Resilience Among Financials, Upgrading To Buy
I'm upgrading IYF to a buy, seeing the cyclical-value financials sector as battle-tested and poised for new highs in late 2025. Despite Berkshire Hathaway's recent underperformance, the ETF's overall ...
Final Trades: Kinsale Capital, Wabtec, Urban Outfitters and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Final Trades: Shake Shack, Wynn Resorts, Spotify and the IYF
The Investment Committee give you their top stocks to watch for the second half.
KBWB Vs. IYF: Diversification Is Likely To Work In Challenging Conditions
The financials sector faces multiple challenges in 2025, including recession risks, rate cut uncertainty, high valuations, and slowing growth, making diversified ETFs like IYF more appealing. IYF's di...
Final Trades: Vertex Pharma, Netflix and the IYF
The Investment Committee give you their stop stocks to watch for the second half.
US bank stocks: are they insulated from Trump tariffs?
US banks stocks have been under pressure in recent sessions due to tariff uncertainty, indicating the new macro environment is challenging for more than just the growth names.
IYF: Consolidation Means A Lot For Banking
The iShares U.S. Financials ETF outperformed the US Insurance ETF due to the Trump factor for efficient banking consolidation. High rates may impact NIMs negatively through deposit beta, but consolida...
Final Trades: Apollo, UnitedHealth, Boston Scientific and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Final Trades: Coinbase, Disney, Meta and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Final Trades: EQT, Meta, On Holdings and the IYF
The Investment Committee give you their top stocks to watch for the second half.
IYF: Financials Turn Too Frothy Post-Election, A Pause Warranted
The financials sector led the market with a 49% return in the past year, but I recommend a hold rating on IYF due to potential consolidation. IYF's attractive P/E ratio and robust performance in 2024 ...
Final Trades: Glacier Bancorp, CME Group, the IBIT and the IYF
The Investment Committee give you their top stocks to watch for the second half.
Final Trades: American Express, Vertiv Holdings, Coupang and the IYF
The Investment Committee give you their top stocks to watch for the second half.
IYF: Deposit Beta Kicks In, But Things Still Good For Insurance
iShares U.S. Financials ETF benefits from higher rates, but credit problems could have an impact on banking stocks if they came to pass. M&A activity is improving for full-service banks, while higher ...
IYF: A Rotation Out Of Tech Alongside Steepening Yield Curve Helps
Financials have been performing similarly to Technology for several months, indicating a potential rotation opportunity. Financial stocks can benefit from a steepening yield curve, increased demand fo...
Regional Banking Concerns Produce Financial Services ETF Outflows
Lipper Financial Services ETFs recorded their largest weekly outflow of the year over the past fund flows week (-$1.4 billion). On top of the bank failures, market participants are worried about the l...
IYF: U.S. Financials Stocks Offer Pro-Cyclical Upside
IYF invests in U.S. financial companies. The portfolio is broadly diversified, although some household names dominate the top spaces of the portfolio.
IYF Needs More Insurance To Be A Buy
While substantial holdings in BRK gives IYF some insurance profile, after that there's only banks down the holding list. Companies in IYF are not going to be able to hide from the hits to the market t...
IYF: How Financials Are Dealing With Rate Hikes
Insurers clearly benefit because of the low duration of their portfolios from the rate hiking. Insurers also benefit from better business conditions, which sell more policies. Full-service banks are a...
Style Box Update: Growth Across All Market Caps Remains Out Of Favor
Between May 15 '22 and June 30 '22, value deteriorated more than growth on a percentage basis probably due to the collapse in energy and crude oil in June '22. Across the rest of the style boxes, valu...
Is the Ultimate Buffett Stock a Value Opportunity?
Value investors often idealize Warren Buffett (Trades, Portfolio), the Oracle of Omaha, as the greatest value investor of all time, modeling their investments and strategies after his. Since Buffett h...
Financials Look Ripe For A Reversal
The financials and banking stocks have been some of the best performing of the reflation trade since the second half of 2020. On the whole, we know banks like to make their profits by lending long ter...
Top ETFs This Week As Dow Ends Mixed Session With Losses
After last week's rally largely continued where November left off, stocks were set to begin the second week in December with some losses. A good way to manage this unpredictability, and add diversity ...
Surprising Analyst 12-Month Target For The iShares U.S. Financials ETF
For the iShares U.S. Financials ETF, we found that the implied analyst target price for the ETF based upon its underlying holdings is $137.30 per unit.
Analysts Expect 12% Upside For The Holdings Of The iShares U.S. Financials ETF
For the iShares U.S. Financials ETF, we found that the implied analyst target price for the ETF based upon its underlying holdings is $136.44 per unit.
Peek Under The Hood: The iShares U.S. Financials ETF Has 10% Upside
For the iShares U.S. Financials ETF, we found that the implied analyst target price for the ETF based upon its underlying holdings is $133.37 per unit.