Summit Financial Consulting LLC IYZ Holdings History
Summit Financial Consulting LLC's iShares U.S. Telecommunications ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 223,167.00 shares of iShares U.S. Telecommunications ETF(IYZ), totaling $6.65 Mil. This investment constitutes 5.97% of their stock portfolio, and Summit Financial Consulting LLC now holds 1.58% of the outstanding iShares U.S. Telecommunications ETF(IYZ) stock.
The initial trade took place in 2025Q1. In addition, there have been 1 sales at an average price of $27.49 for 222.00 shares. Based on historical transaction data and IYZ's current price of $30.44, Summit Financial Consulting LLC's estimated gain on his IYZ holdings is $631,535.97, reflecting a 10.24% gain to date.
Summit Financial Consulting LLC IYZ ($30.44) Holding Chart
Summit Financial Consulting LLC IYZ ($30.44) 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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