IYFiShares U.S. Financials ETF
Tracks the investment results of the Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index.
By iShares · Launched 2000
Annual Cost
0.38%
#1,824 of 5,853 · low cost
Fund Size
$3.9B
#514 of 5,853 · large
Return (1Y)Goal
+11.3%
Track Record
26 years
#76 of 5,853 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,203+12.0%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Sector
FinancialsIndex tracked
Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index
What it actually holds
By weightConcentration
Top 10 holdings = 48.8% of fundmoderately concentrated
BERKSHIRE HATHAWAY INC.
10.9%
JPMORGAN CHASE & CO.
10.8%
BANK OF AMERICA CORPORATION
4.7%
THE GOLDMAN SACHS GROUP, INC.
4.2%
WELLS FARGO & COMPANY
3.9%
CITIGROUP INC.
3.6%
MORGAN STANLEY
3.5%
BLACKROCK, INC.
2.6%
THE CHARLES SCHWAB CORPORATION
2.5%
S&P GLOBAL INC.
2.1%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Financial Services
99.0%
Real Estate
0.7%
Technology
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
14.7%Moderate
Year-on-year price swings
Max drawdown
-42.6%Severe
Worst peak-to-trough loss
Sharpe (3Y)
1.00Decent risk-adjusted returns
Sortino (3Y)
1.43Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index.
- Strategy
- Invests primarily in large- and mid-cap U.S. equities in the financials sector, seeking to track the Russell 1000 Financials 40 Act 15/22.5 Daily Capped Index. Uses a representative sampling indexing strategy to manage the Fund, aiming to keep portfolio turnover low.
- Inception date
- May 22, 2000
- Fund family
- iShares
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Data updated on 2026-08-02