iShares US Financials ETF

IYF

Market cap $3.51B

U.S. banks reported a 3.6% increase in ​their profits in the first ‌quarter of 2026, rising to $80.5 billion as domestic deposits grew again and banks ​set aside slightly more against ​potential losses, the Federal Deposit Insurance ⁠Corporation reported Wednesday.

The Federal Reserve has held the fed funds target at 3.75% for roughly five months, and the 10-year Treasury yield sits near 4.5%, near the top of its 12-month range.

Looking for broad exposure to the Financials - Broad segment of the equity market? You should consider the iShares U.S. Financials ETF (IYF), a passively managed exchange traded fund launched on May 22, 2000.

Iran war risks may be priced in as markets steady. These 4 beaten-down ETFs are showing fresh momentum despite lingering geopolitical uncertainty.

Launched on May 22, 2000, the iShares U.S. Financials ETF (IYF) is a passively managed exchange traded fund designed to provide a broad exposure to the Financials - Broad segment of the equity market.

Investors have rotated out of big tech and artificial intelligence and into lagging sectors like financials. Financials have underperformed the broader market for many years now.

Growing weariness around the AI trade and escalating AI-related disruption fears are weighing on vulnerable companies and sectors, as highlighted by the recent sell-off in U.S. software and data services stocks. At the same time, Wall Street's scrutiny of Big Tech's AI spending has intensified, with investors reacting negatively to signals of further capital expenditure expansion.

The Big 4 banks—JPM, WFC, C, BAC—signal a transition to a stable, post-rate-shock environment with resilient consumer credit and moderate loan growth. Banks expect net interest income to plateau, but manageable costs and operating leverage—driven by AI and efficiency—support bottom-line growth.

Financial-sector ETFs rebounded as gains in major Wall Street banks and dealmakers helped blunt the lingering policy noise, underlining the sector's resilience after a volatile start to the week.

Big banks will start releasing their quarterly numbers this week. Let's delve into the earnings potential of the big six banking companies, which could drive the performance of the sector ahead.