iShares S&P SmallCap 600 Index shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in iShares S&P SmallCap 600 Index
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Quarterly reported holdings in iShares S&P SmallCap 600 Index by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $592k | 5.4k | 110.52 |
| 2023-12-31 | $756k | 7.0k | 108.25 |
| 2023-09-30 | $641k | 6.8k | 94.33 |
| 2023-06-30 | $809k | 8.1k | 99.65 |
| 2023-03-31 | $943k | 9.7k | 96.70 |
| 2022-12-31 | $1.1M | 12k | 94.64 |
| 2022-09-30 | $1.0M | 12k | 87.16 |
| 2022-06-30 | $952k | 10k | 92.38 |
| 2022-03-31 | $896k | 8.3k | 107.82 |
| 2021-12-31 | $538k | 4.7k | 114.52 |
| 2021-09-30 | $423k | 3.9k | 109.22 |
| 2021-06-30 | $517k | 4.6k | 113.05 |
| 2021-03-31 | $664k | 6.1k | 108.59 |
| 2020-03-31 | $947k | 17k | 56.14 |
| 2019-12-31 | $1.9M | 22k | 83.86 |
| 2019-09-30 | $1.6M | 20k | 77.84 |
| 2019-06-30 | $1.5M | 19k | 78.30 |
| 2019-03-31 | $1.7M | 22k | 77.16 |
| 2018-12-31 | $1.4M | 21k | 69.34 |
| 2018-09-30 | $2.1M | 24k | 87.52 |
| 2018-06-30 | $1.4M | 16k | 83.68 |
| 2018-03-31 | $309k | 4.0k | 77.06 |
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