Key stats
About iShares U.S. Financial ETF
Home page
Inception date
May 22, 2000
Structure
Open-Ended Fund
Replication method
Physical
Distributes
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Tax on distributions
Qualified dividends
IYF offers a portfolio specific to the US financials segment, tracking a diversified, market-cap-weighted index for the financial space. The index pulls from a universe covering the top 95% of the market, thus offering broad US financials exposure. The capping methodology limits the sum of the weights of its securities, such that the aggregate weight of all issuers individually exceeding 4.5% are constrained to a maximum of 22.5%. Individual securities are also capped at 15%. The index is rebalanced on a quarterly basis. Prior to September 20, 2021, the fund tracked the Dow Jones U.S. Financials Capped Index.
Classification
What's in the fund
Exposure type
Finance
Stock breakdown by region
IYF short (or Dec 15 puts) - channel based tradingLooks like the big run in IYF is taking a breather to me. I am moving to Dec for all option trades now, so this one has a bit more room to work.
$IYF 103.12 possible continue down, to test support at $101Financial ETF, possible continue down, to test support at $101, Paint-bars in red, MF in red. But BBand might hold.
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Displays a symbol's price movements over previous years to identify recurring trends.