Summit Financial Consulting LLC IJS Holdings History
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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