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iShares Dow Jones Transport. Avg. shares owned by Summit Financial

Quarter-by-quarter ownership of iShares Dow Jones Transport. Avg. (IYT) shares owned by Summit Financial from 13F filings

Historical chart of Summit Financial investment in iShares Dow Jones Transport. Avg.

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All positions including iShares Dow Jones Transport. Avg. held by Summit Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Dow Jones Transport. Avg. by Summit Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 3.7k 71.71
2025-06-30 $224k 3.3k 68.55

More positions owned by Summit Financial

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p500 Etf (IVV)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Vanguard Index Fds Value Etf (VTV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Summit Financial

Top funds holding iShares Dow Jones Transport. Avg.

Morgan Stanley
Goldman Sachs Group
First Financial Bankshares
Two Sigma Investments
Wells Fargo & Company
LPL Financial
UBS Group
Barclays
Healthcare Of Ontario Pension Plan Trust Fund
Hudson Bay Capital Management
Raymond James Financial
Jpmorgan Chase & Co
Commonwealth Equity Services
J. Goldman & Co
Advisor Group Holdings

View all funds holding iShares Dow Jones Transport. Avg.