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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

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Lyell Wealth Management

Quarter filed Position value Share count Share price at filing
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