Summit Financial Consulting LLC IYE Holdings History
Summit Financial Consulting LLC's iShares U.S. Energy ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 129,917.00 shares of iShares U.S. Energy ETF(IYE), totaling $5.87 Mil. This investment constitutes 5.28% of their stock portfolio, and Summit Financial Consulting LLC now holds 0.51% of the outstanding iShares U.S. Energy ETF(IYE) stock.
The initial trade took place in 2025Q1. And since then Summit Financial Consulting LLC has made 1 purchases of IYE, at an average price of $47.22, for a total of 129,917.00 shares. Based on historical transaction data and IYE's current price of $45.40, Summit Financial Consulting LLC's estimated gain on his IYE holdings is $-236,411.19, reflecting a -3.85% gain to date.
Summit Financial Consulting LLC IYE ($45.40) Holding Chart
Summit Financial Consulting LLC IYE ($45.40) 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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