ISHARES TR

Ticker: IWR CUSIP: 464287499 Class: RUS MID CAP ETF

LYELL WEALTH MANAGEMENT, LP's Holding History (CIK: 0001686444)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 12,612 Value ($000) $1,214 Avg Close — Range —
Q3 2025
Shares 13,591 Value ($000) $1,312 Avg Close — Range —
Q2 2025
Shares 13,615 Value ($000) $1,252 Avg Close — Range —
Q1 2025
Shares 13,667 Value ($000) $1,163 Avg Close — Range —
Q4 2024
Shares 13,767 Value ($000) $1,217 Avg Close — Range —
Q3 2024
Shares 14,367 Value ($000) $1,266 Avg Close — Range —
Q2 2024
Shares 14,367 Value ($000) $1,165 Avg Close — Range —
Q1 2024
Shares 14,767 Value ($000) $1,242 Avg Close — Range —
Q4 2023
Shares 15,737 Value ($000) $1,223 Avg Close — Range —
Q3 2023
Shares 10,640 Value ($000) $737 Avg Close — Range —
Q2 2023
Shares 11,385 Value ($000) $831 Avg Close — Range —
Q1 2023
Shares 14,360 Value ($000) $1,004 Avg Close — Range —
Q4 2022
Shares 14,120 Value ($000) $952 Avg Close — Range —
Q3 2022
Shares 14,450 Value ($000) $898 Avg Close — Range —
Q2 2022
Shares 17,000 Value ($000) $1,099 Avg Close — Range —
Q1 2022
Shares 15,500 Value ($000) $1,210 Avg Close — Range —
Q4 2021
Shares 12,085 Value ($000) $1,003 Avg Close — Range —
Q3 2021
Shares 11,795 Value ($000) $923 Avg Close — Range —
Q2 2021
Shares 14,310 Value ($000) $1,134 Avg Close — Range —
Q1 2021
Shares 12,845 Value ($000) $950 Avg Close — Range —
Q4 2020
Shares 6,120 Value ($000) $420 Avg Close — Range —
Q4 2019
Shares 3,794 Value ($000) $226 Avg Close — Range —