Summit Financial Consulting LLC IVW Holdings History
Summit Financial Consulting LLC's iShares S&P 500 Growth ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held - shares of iShares S&P 500 Growth ETF(IVW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Summit Financial Consulting LLC now holds 0% of the outstanding iShares S&P 500 Growth ETF(IVW) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $98.88 for 60,236.00 shares. Based on historical transaction data and IVW's current price of $111.98, Summit Financial Consulting LLC's estimated gain on his IVW holdings is $-116,255.48, reflecting a -1.91% gain to date.
Summit Financial Consulting LLC IVW ($111.98) Holding Chart
Summit Financial Consulting LLC IVW ($111.98) 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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