iShares Russell 2000 Index shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares Russell 2000 Index
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Quarterly reported holdings in iShares Russell 2000 Index by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 19k | 210.30 |
| 2023-12-31 | $2.8M | 14k | 200.71 |
| 2023-09-30 | $2.5M | 14k | 176.74 |
| 2023-06-30 | $3.2M | 17k | 187.27 |
| 2023-03-31 | $2.8M | 16k | 178.40 |
| 2022-12-31 | $2.8M | 16k | 174.36 |
| 2022-09-30 | $2.7M | 16k | 164.94 |
| 2022-06-30 | $2.8M | 17k | 169.34 |
| 2022-03-31 | $4.0M | 19k | 205.28 |
| 2021-12-31 | $4.1M | 19k | 222.45 |
| 2021-09-30 | $3.5M | 16k | 218.78 |
| 2021-06-30 | $3.4M | 15k | 229.38 |
| 2021-03-31 | $2.7M | 12k | 220.97 |
| 2020-12-31 | $731k | 3.7k | 196.19 |
| 2020-03-31 | $1.8M | 16k | 114.46 |
| 2019-12-31 | $5.2M | 31k | 165.67 |
| 2019-09-30 | $4.6M | 30k | 151.35 |
| 2019-06-30 | $4.8M | 31k | 155.51 |
| 2019-03-31 | $4.7M | 31k | 153.07 |
| 2018-12-31 | $4.1M | 30k | 133.89 |
| 2018-09-30 | $5.5M | 33k | 169.00 |
| 2018-06-30 | $5.4M | 33k | 163.77 |
| 2018-03-31 | $5.0M | 33k | 151.84 |
| 2017-12-31 | $5.0M | 33k | 152.47 |
| 2017-09-30 | $4.8M | 32k | 148.18 |
| 2017-06-30 | $4.5M | 32k | 140.92 |
| 2017-03-31 | $4.1M | 30k | 137.50 |
| 2016-12-31 | $2.9M | 21k | 134.87 |