Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-160,277.96
% of Total Estimate Gain
-2.80%

Summit Financial Consulting LLC's iShares U.S. Technology ETF Holding Summary

As of 2025-06-30, Summit Financial Consulting LLC held - shares of iShares U.S. Technology ETF(IYW), totaling N/A. This investment constitutes 0% of their stock portfolio, and Summit Financial Consulting LLC now holds 0% of the outstanding iShares U.S. Technology ETF(IYW) stock.

The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $151.41 for 36,761.00 shares. Based on historical transaction data and IYW's current price of $177.43, Summit Financial Consulting LLC's estimated gain on his IYW holdings is $-160,277.96, reflecting a -2.80% gain to date.

Summit Financial Consulting LLC IYW ($177.43) Holding Chart

Summit Financial Consulting LLC IYW ($177.43) 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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