ISHARES TR

Ticker: IWF CUSIP: 464287614 Class: RUS 1000 GRW ETF

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

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

Q4 2025
Shares 3,320 Value ($000) $1,571 Avg Close — Range —
Q3 2025
Shares 3,320 Value ($000) $1,555 Avg Close — Range —
Q2 2025
Shares 3,320 Value ($000) $1,410 Avg Close — Range —
Q1 2025
Shares 3,415 Value ($000) $1,233 Avg Close — Range —
Q4 2024
Shares 3,415 Value ($000) $1,371 Avg Close — Range —
Q3 2024
Shares 2,965 Value ($000) $1,113 Avg Close — Range —
Q2 2024
Shares 3,020 Value ($000) $1,101 Avg Close — Range —
Q1 2024
Shares 3,200 Value ($000) $1,079 Avg Close — Range —
Q4 2023
Shares 3,200 Value ($000) $970 Avg Close — Range —
Q3 2023
Shares 3,200 Value ($000) $851 Avg Close — Range —
Q2 2023
Shares 3,670 Value ($000) $1,010 Avg Close — Range —
Q1 2023
Shares 3,670 Value ($000) $897 Avg Close — Range —
Q4 2022
Shares 3,017 Value ($000) $646 Avg Close — Range —
Q3 2022
Shares 3,317 Value ($000) $698 Avg Close — Range —
Q2 2022
Shares 3,617 Value ($000) $791 Avg Close — Range —
Q1 2022
Shares 3,617 Value ($000) $1,004 Avg Close — Range —
Q4 2021
Shares 4,109 Value ($000) $1,256 Avg Close — Range —
Q3 2021
Shares 4,109 Value ($000) $1,126 Avg Close — Range —
Q2 2021
Shares 4,109 Value ($000) $1,116 Avg Close — Range —
Q1 2021
Shares 3,855 Value ($000) $937 Avg Close — Range —
Q4 2020
Shares 3,092 Value ($000) $746 Avg Close — Range —
Q3 2020
Shares 2,216 Value ($000) $481 Avg Close — Range —
Q2 2020
Shares 2,216 Value ($000) $425 Avg Close — Range —
Q1 2020
Shares 2,216 Value ($000) $334 Avg Close — Range —
Q4 2019
Shares 2,216 Value ($000) $390 Avg Close — Range —
Q3 2019
Shares 2,216 Value ($000) $354 Avg Close — Range —
Q2 2019
Shares 1,591 Value ($000) $250 Avg Close — Range —
Q1 2019
Shares 1,591 Value ($000) $241 Avg Close — Range —
Q4 2018
Shares 1,591 Value ($000) $208 Avg Close — Range —
Q3 2018
Shares 1,620 Value ($000) $253 Avg Close — Range —
Q2 2018
Shares 1,620 Value ($000) $233 Avg Close — Range —
Q1 2018
Shares 1,620 Value ($000) $220 Avg Close — Range —
Q4 2017
Shares 1,639 Value ($000) $221 Avg Close — Range —
Q3 2017
Shares 1,639 Value ($000) $205 Avg Close — Range —
Q2 2017
Shares 1,968 Value ($000) $234 Avg Close — Range —