iShares S&P MidCap 400 Growth shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares S&P MidCap 400 Growth (IJK) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares S&P MidCap 400 Growth
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Quarterly reported holdings in iShares S&P MidCap 400 Growth by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 2.9k | 95.89 |
| 2025-06-30 | $262k | 2.9k | 90.98 |
| 2025-03-31 | $239k | 2.9k | 83.28 |
| 2024-12-31 | $261k | 2.9k | 90.93 |
| 2024-09-30 | $264k | 2.9k | 91.93 |
| 2024-06-30 | $253k | 2.9k | 88.11 |
| 2024-03-31 | $412k | 4.5k | 91.25 |
| 2023-12-31 | $370k | 4.7k | 79.22 |
| 2023-09-30 | $338k | 4.7k | 72.24 |
| 2023-06-30 | $351k | 4.7k | 75.00 |
| 2023-03-31 | $334k | 4.7k | 71.51 |
| 2022-09-30 | $239k | 3.8k | 63.14 |
| 2022-06-30 | $241k | 3.8k | 63.67 |
| 2022-03-31 | $292k | 3.8k | 77.15 |
| 2021-12-31 | $312k | 3.7k | 85.25 |
| 2021-09-30 | $615k | 7.8k | 79.25 |
| 2021-06-30 | $628k | 7.8k | 80.93 |
| 2021-03-31 | $1.2M | 15k | 78.35 |
| 2020-12-31 | $673k | 9.3k | 72.21 |
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