Key stats
About iShares U.S. Financial Services ETF
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Inception date
Jun 12, 2000
Structure
Open-Ended Fund
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
IYG offers pure exposure to the financial services segment. The index is composed of stocks from the Dow Jones U.S. Index that are defined by the issuer to fall under the financial services sector. With a broad interpretation of the segment, IYG is a representation of the heavily concentrated financial services market that includes banks, asset managers, consumer finance, specialty finance, investments services, and mortgage finance. The fund invests across the market-cap spectrum in the United States. The index is reconstituted annually, subject to quarterly reviews.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Finance
Stocks99.72%
Finance94.97%
Commercial Services3.79%
Technology Services0.97%
Bonds, Cash & Other0.28%
Mutual fund0.26%
Cash0.02%
Stock breakdown by region
North America99.92%
Europe0.08%
Latin America0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history