IYF Holdings List

As of Jun 30, 2025

No.	Symbol	Name	% Weight	Shares
1	BRK.B	Berkshire Hathaway Inc.	11.53%	917,393
2	JPM	JPMorgan Chase & Co.	10.51%	1,401,814
3	BAC	Bank of America Corporation	4.50%	3,678,494
4	WFC	Wells Fargo & Company	4.05%	1,955,742
5	GS	The Goldman Sachs Group, Inc.	3.52%	192,065
6	MS	Morgan Stanley	2.65%	726,719
7	SPGI	S&P Global Inc.	2.64%	193,400
8	BLK	BlackRock, Inc.	2.61%	95,992
9	C	Citigroup Inc.	2.57%	1,168,840
10	PGR	The Progressive Corporation	2.55%	368,873
11	SCHW	The Charles Schwab Corporation	2.54%	1,075,322
12	BX	Blackstone Inc.	1.79%	461,349
13	CB	Chubb Limited	1.76%	235,059
14	MMC	Marsh & McLennan Companies, Inc.	1.76%	310,894
15	ICE	Intercontinental Exchange, Inc.	1.70%	358,976
16	CME	CME Group Inc.	1.62%	226,553
17	KKR	KKR & Co. Inc.	1.47%	427,150
18	AJG	Arthur J. Gallagher & Co.	1.32%	159,450
19	MCO	Moody's Corporation	1.27%	97,843
20	AON	Aon plc	1.22%	132,077
21	PNC	The PNC Financial Services Group, Inc.	1.20%	248,965
22	COIN	Coinbase Global, Inc.	1.18%	129,914
23	USB	U.S. Bancorp	1.15%	984,946
24	HOOD	Robinhood Markets, Inc.	1.13%	466,057
25	BK	The Bank of New York Mellon Corporation	1.07%	452,915
26	TRV	The Travelers Companies, Inc.	0.99%	142,649
27	APO	Apollo Global Management, Inc.	0.96%	260,717
28	TFC	Truist Financial Corporation	0.92%	825,141
29	ALL	The Allstate Corporation	0.86%	165,922
30	AFL	Aflac Incorporated	0.84%	306,590
31	AMP	Ameriprise Financial, Inc.	0.83%	60,254
32	AIG	American International Group, Inc.	0.82%	369,792
33	MET	MetLife, Inc.	0.74%	355,083
34	NU	Nu Holdings Ltd.	0.71%	2,010,093
35	MSCI	MSCI Inc.	0.71%	47,274
36	PRU	Prudential Financial, Inc.	0.63%	225,040
37	NDAQ	Nasdaq, Inc.	0.60%	259,468
38	HIG	The Hartford Insurance Group, Inc.	0.59%	180,255
39	ACGL	Arch Capital Group Ltd.	0.54%	230,039
40	ARES	Ares Management Corporation	0.53%	118,704
41	MTB	M&T Bank Corporation	0.51%	102,157
42	STT	State Street Corporation	0.50%	183,185
43	WTW	Willis Towers Watson Public Limited Company	0.50%	62,668
44	BRO	Brown & Brown, Inc.	0.50%	173,018
45	LPLA	LPL Financial Holdings Inc.	0.49%	50,306
46	RJF	Raymond James Financial, Inc.	0.46%	116,366
47	BR	Broadridge Financial Solutions, Inc.	0.46%	73,232
48	FITB	Fifth Third Bancorp	0.45%	420,702
49	MKL	Markel Group Inc.	0.41%	7,886
50	NTRS	Northern Trust Corporation	0.40%	123,202

As of Jun 30, 2025

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