Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-568,731.18
% of Total Estimate Gain
-10.45%

Summit Financial Consulting LLC's iShares S&P Small-Cap 600 Value ETF Holding Summary

As of 2025-06-30, Summit Financial Consulting LLC held - shares of iShares S&P Small-Cap 600 Value ETF(IJS), 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 Small-Cap 600 Value ETF(IJS) stock.

The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $94.48 for 51,609.00 shares. Based on historical transaction data and IJS's current price of $105.20, Summit Financial Consulting LLC's estimated gain on his IJS holdings is $-568,731.18, reflecting a -10.45% gain to date.

Summit Financial Consulting LLC IJS ($105.20) Holding Chart

Summit Financial Consulting LLC IJS ($105.20) 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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