iShares S&P NA Tec.-SW. Idx. Fund shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares S&P NA Tec.-SW. Idx. Fund (IGV) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares S&P NA Tec.-SW. Idx. Fund
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Quarterly reported holdings in iShares S&P NA Tec.-SW. Idx. Fund by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 10k | 115.01 |
| 2025-06-30 | $1.1M | 10k | 109.50 |
| 2025-03-31 | $467k | 5.3k | 88.99 |
| 2024-12-31 | $437k | 4.4k | 100.12 |
| 2024-09-30 | $342k | 3.8k | 89.37 |
| 2024-06-30 | $318k | 3.7k | 86.90 |
| 2024-03-31 | $2.0M | 23k | 85.27 |
| 2023-12-31 | $2.1M | 5.1k | 405.64 |
| 2023-09-30 | $232k | 680 | 341.26 |
| 2023-06-30 | $244k | 705 | 345.91 |
| 2023-03-31 | $212k | 695 | 304.70 |
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