Summit Financial Consulting LLC IYF Holdings History
Summit Financial Consulting LLC's iShares U.S. Financials ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 53,425.00 shares of iShares U.S. Financials ETF(IYF), totaling $6.46 Mil. This investment constitutes 5.81% of their stock portfolio, and Summit Financial Consulting LLC now holds 0.18% of the outstanding iShares U.S. Financials ETF(IYF) stock.
The initial trade took place in 2025Q1. And since then Summit Financial Consulting LLC has made 1 purchases of IYF, at an average price of $114.52, for a total of 53,425.00 shares. Based on historical transaction data and IYF's current price of $122.59, Summit Financial Consulting LLC's estimated gain on his IYF holdings is $430,924.10, reflecting a 7.04% gain to date.
Summit Financial Consulting LLC IYF ($122.59) Holding Chart
Summit Financial Consulting LLC IYF ($122.59) 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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