iShares NASDAQ Biotechnology Index shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares NASDAQ Biotechnology Index
Tip: Access up to 7 years of quarterly data
All positions including iShares NASDAQ Biotechnology Index held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares NASDAQ Biotechnology Index by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $931k | 6.5k | 144.37 |
| 2025-06-30 | $731k | 5.8k | 126.51 |
| 2025-03-31 | $2.1M | 16k | 127.90 |
| 2024-12-31 | $3.0M | 23k | 132.21 |
| 2024-09-30 | $3.2M | 22k | 145.60 |
| 2024-06-30 | $3.0M | 22k | 137.26 |
| 2024-03-31 | $2.9M | 21k | 137.22 |
| 2023-12-31 | $2.8M | 21k | 135.85 |
| 2023-09-30 | $2.7M | 22k | 122.29 |
| 2023-06-30 | $3.4M | 27k | 126.96 |
| 2023-03-31 | $3.4M | 26k | 129.16 |
| 2022-12-31 | $3.1M | 24k | 131.29 |
| 2022-06-30 | $461k | 3.9k | 117.60 |
| 2022-03-31 | $279k | 2.1k | 130.50 |
| 2021-09-30 | $324k | 2.0k | 161.52 |
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