Ishares Tr shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.1M | 286k | 21.22 |
| 2025-06-30 | $5.3M | 253k | 21.04 |
| 2025-03-31 | $5.1M | 244k | 20.75 |
| 2024-12-31 | $4.8M | 237k | 20.35 |
| 2024-09-30 | $3.5M | 166k | 21.22 |
| 2024-06-30 | $559k | 28k | 20.29 |
| 2024-03-31 | $395k | 19k | 20.49 |
| 2023-12-31 | $264k | 13k | 20.77 |