ISHARES TR

Ticker: IGV CUSIP: 464287515 Class: EXPANDED TECH

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

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

Q4 2025
Shares 12,721 Value ($000) $1,344 Avg Close Range
Q3 2025
Shares 10,341 Value ($000) $1,189 Avg Close Range
Q2 2025
Shares 10,377 Value ($000) $1,136 Avg Close Range
Q1 2025
Shares 5,252 Value ($000) $467 Avg Close Range
Q4 2024
Shares 4,364 Value ($000) $437 Avg Close Range
Q3 2024
Shares 3,831 Value ($000) $342 Avg Close Range
Q2 2024
Shares 3,656 Value ($000) $318 Avg Close Range
Q1 2024
Shares 23,025 Value ($000) $1,963 Avg Close Range
Q4 2023
Shares 5,065 Value ($000) $2,055 Avg Close Range
Q3 2023
Shares 680 Value ($000) $232 Avg Close Range
Q2 2023
Shares 705 Value ($000) $244 Avg Close Range
Q1 2023
Shares 695 Value ($000) $212 Avg Close Range