iShares Russell Midcap Index Fund shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares Russell Midcap Index Fund
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Quarterly reported holdings in iShares Russell Midcap Index Fund by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 15k | 84.09 |
| 2023-12-31 | $1.2M | 16k | 77.73 |
| 2023-09-30 | $737k | 11k | 69.25 |
| 2023-06-30 | $831k | 11k | 73.03 |
| 2023-03-31 | $1.0M | 14k | 69.92 |
| 2022-12-31 | $952k | 14k | 67.45 |
| 2022-09-30 | $898k | 15k | 62.15 |
| 2022-06-30 | $1.1M | 17k | 64.65 |
| 2022-03-31 | $1.2M | 16k | 78.06 |
| 2021-12-31 | $1.0M | 12k | 83.00 |
| 2021-09-30 | $923k | 12k | 78.25 |
| 2021-06-30 | $1.1M | 14k | 79.25 |
| 2021-03-31 | $950k | 13k | 73.96 |
| 2020-12-31 | $420k | 6.1k | 68.63 |
| 2019-12-31 | $226k | 3.8k | 59.57 |
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