Summit Financial Consulting LLC IYY Holdings History
Summit Financial Consulting LLC's iShares Dow Jones U.S. ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 16,329.00 shares of iShares Dow Jones U.S. ETF(IYY), totaling $2.46 Mil. This investment constitutes 2.21% of their stock portfolio, and Summit Financial Consulting LLC now holds 0.1% of the outstanding iShares Dow Jones U.S. ETF(IYY) stock.
The initial trade took place in 2025Q2. And since then Summit Financial Consulting LLC has made 1 purchases of IYY, at an average price of $139.25, for a total of 16,329.00 shares. Based on historical transaction data and IYY's current price of $153.56, Summit Financial Consulting LLC's estimated gain on his IYY holdings is $233,667.99, reflecting a 10.28% gain to date.
Summit Financial Consulting LLC IYY ($153.56) Holding Chart
Summit Financial Consulting LLC IYY ($153.56) 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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