iShares S&P 100 Index shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares S&P 100 Index
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All positions including iShares S&P 100 Index held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 100 Index by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $313k | 940 | 332.77 |
| 2025-06-30 | $286k | 940 | 304.29 |
| 2025-03-31 | $255k | 940 | 270.78 |
| 2024-12-31 | $272k | 940 | 288.79 |
| 2024-09-30 | $260k | 940 | 276.70 |
| 2024-06-30 | $248k | 940 | 264.25 |