iShares S&P MidCap 400 Index shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Index (IJH) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares S&P MidCap 400 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P MidCap 400 Index held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares S&P MidCap 400 Index by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.9M | 11k | 277.15 |
| 2023-09-30 | $3.2M | 13k | 249.35 |
| 2023-06-30 | $4.0M | 15k | 261.48 |
| 2023-03-31 | $4.2M | 17k | 250.16 |
| 2022-12-31 | $4.0M | 17k | 241.89 |
| 2022-09-30 | $3.2M | 15k | 219.24 |
| 2022-06-30 | $2.0M | 8.9k | 226.27 |
| 2022-03-31 | $2.1M | 7.9k | 268.35 |
| 2021-12-31 | $1.5M | 5.4k | 283.09 |
| 2021-09-30 | $1.9M | 7.1k | 263.04 |
| 2021-06-30 | $2.0M | 7.5k | 268.73 |
| 2021-03-31 | $2.1M | 8.2k | 260.30 |
| 2020-12-31 | $1.1M | 4.8k | 229.75 |
| 2019-12-31 | $282k | 1.4k | 205.84 |