iShares S&P 500 Index shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 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 500 Index by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 6.1k | 669.30 |
| 2025-06-30 | $3.8M | 6.1k | 620.90 |
| 2025-03-31 | $3.5M | 6.2k | 561.90 |
| 2024-12-31 | $3.7M | 6.4k | 588.68 |
| 2024-09-30 | $3.7M | 6.4k | 576.82 |
| 2024-06-30 | $3.5M | 6.4k | 547.23 |
| 2024-03-31 | $3.4M | 6.5k | 525.73 |
| 2023-12-31 | $2.6M | 5.4k | 477.63 |
| 2023-09-30 | $2.6M | 5.9k | 429.43 |
| 2023-06-30 | $2.6M | 5.9k | 445.71 |
| 2023-03-31 | $2.4M | 5.8k | 411.08 |
| 2022-12-31 | $2.0M | 5.3k | 384.21 |
| 2022-09-30 | $1.9M | 5.3k | 358.71 |
| 2022-06-30 | $1.8M | 4.8k | 379.21 |
| 2022-03-31 | $2.1M | 4.7k | 453.72 |
| 2021-12-31 | $2.0M | 4.2k | 476.90 |
| 2021-09-30 | $1.8M | 4.2k | 430.75 |
| 2021-06-30 | $2.1M | 4.9k | 429.83 |
| 2021-03-31 | $1.7M | 4.3k | 397.76 |
| 2020-12-31 | $1.1M | 2.8k | 375.22 |
| 2020-09-30 | $576k | 1.7k | 336.06 |
| 2020-06-30 | $578k | 1.9k | 309.59 |
| 2020-03-31 | $343k | 1.3k | 258.28 |
| 2019-12-31 | $257k | 795 | 323.27 |