Summit Financial Consulting LLC IJJ Holdings History
Summit Financial Consulting LLC's iShares S&P Mid-Cap 400 Value ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held - shares of iShares S&P Mid-Cap 400 Value ETF(IJJ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Summit Financial Consulting LLC now holds 0% of the outstanding iShares S&P Mid-Cap 400 Value ETF(IJJ) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $117.68 for 44,238.00 shares. Based on historical transaction data and IJJ's current price of $128.95, Summit Financial Consulting LLC's estimated gain on his IJJ holdings is $-333,112.14, reflecting a -6.01% gain to date.
Summit Financial Consulting LLC IJJ ($128.95) Holding Chart
Summit Financial Consulting LLC IJJ ($128.95) 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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