Tepp RIA, LLC IYF Holdings History
Tepp RIA, LLC's iShares U.S. Financials ETF Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 7,335.00 shares of iShares U.S. Financials ETF(IYF), totaling $887,450.00. This investment constitutes 1.15% of their stock portfolio, and Tepp RIA, LLC now holds 0.02% of the outstanding iShares U.S. Financials ETF(IYF) stock.
The initial trade took place in 2025Q1. And since then Tepp RIA, LLC has made 1 purchases of IYF, at an average price of $114.54, for a total of 31,351.00 shares. In addition, there have been 1 sales at an average price of $112.69 for 24,016.00 shares. Based on historical transaction data and IYF's current price of $122.43, Tepp RIA, LLC's estimated gain on his IYF holdings is $13,443.55, reflecting a 0.37% gain to date.
Tepp RIA, LLC IYF ($122.43) Holding Chart
Tepp RIA, LLC IYF ($122.43) 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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