Summit Financial Consulting LLC IYC Holdings History
Summit Financial Consulting LLC's iShares U.S. Consumer Discretionary ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 58,273.00 shares of iShares U.S. Consumer Discretionary ETF(IYC), totaling $5.81 Mil. This investment constitutes 5.22% of their stock portfolio, and Summit Financial Consulting LLC now holds 0.38% of the outstanding iShares U.S. Consumer Discretionary ETF(IYC) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $92.59 for 2,065.00 shares. Based on historical transaction data and IYC's current price of $101.49, Summit Financial Consulting LLC's estimated gain on his IYC holdings is $347,873.16, reflecting a 6.04% gain to date.
Summit Financial Consulting LLC IYC ($101.49) Holding Chart
Summit Financial Consulting LLC IYC ($101.49) 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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