Number of Shares
11,928.00
Current Holdings Value*
$790,830.00
% of Portfolio
0.28%
Total Estimate Gain
$490,395.48
% of Total Estimate Gain
65.63%

SUMMIT FINANCIAL GROUP, INC.'s iShares U.S. Financial Services ETF Holding Summary

As of 2024-03-31, SUMMIT FINANCIAL GROUP, INC. held 11,928.00 shares of iShares U.S. Financial Services ETF(IYG), totaling $790,830.00. This investment constitutes 0.28% of their stock portfolio, and SUMMIT FINANCIAL GROUP, INC. now holds -% of the outstanding iShares U.S. Financial Services ETF(IYG) stock.

The initial trade took place in 2019Q3. And since then SUMMIT FINANCIAL GROUP, INC. has made 2 purchases of IYG, at an average price of $45.08, for a total of 16,575.00 shares. In addition, there have been 2 sales at an average price of $45.06 for 4,647.00 shares. Based on historical transaction data and IYG's current price of $86.20, SUMMIT FINANCIAL GROUP, INC.'s estimated gain on his IYG holdings is $490,395.48, reflecting a 65.63% gain to date.

SUMMIT FINANCIAL GROUP, INC. IYG ($86.20) Holding Chart

SUMMIT FINANCIAL GROUP, INC. IYG ($86.20) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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