Lyell Wealth Management’s iShares S&P 100 ETF OEF Stock Holding History

Lyell Wealth Management’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$313K	Hold
2025 Q2	$286K	Hold
2025 Q1	$255K	Hold
2024 Q4	$271K	Hold
2024 Q3	$260K	Hold
2024 Q2	$248K	Buy