ISHARES TR

Ticker: DVY CUSIP: 464287168 Class: SELECT DIVID ETF

Powell Investment Advisors, LLC's Holding History (CIK: 0001802195)

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

Q4 2025
Shares 97,861 Value ($000) $13,812 Avg Close — Range —
Q3 2025
Shares 95,570 Value ($000) $13,581 Avg Close — Range —
Q2 2025
Shares 95,033 Value ($000) $12,621 Avg Close — Range —
Q1 2025
Shares 93,839 Value ($000) $12,602 Avg Close — Range —
Q4 2024
Shares 92,915 Value ($000) $12,199 Avg Close — Range —
Q3 2024
Shares 92,552 Value ($000) $12,501 Avg Close — Range —
Q2 2024
Shares 92,550 Value ($000) $11,197 Avg Close — Range —
Q1 2024
Shares 93,281 Value ($000) $11,490 Avg Close — Range —
Q4 2023
Shares 93,122 Value ($000) $10,916 Avg Close — Range —
Q3 2023
Shares 91,875 Value ($000) $10,024 Avg Close — Range —
Q2 2023
Shares 90,662 Value ($000) $10,272 Avg Close — Range —
Q1 2023
Shares 90,042 Value ($000) $10,551 Avg Close — Range —
Q4 2022
Shares 88,744 Value ($000) $10,703 Avg Close — Range —
Q3 2022
Shares 87,635 Value ($000) $9,396 Avg Close — Range —
Q2 2022
Shares 89,317 Value ($000) $10,510 Avg Close — Range —
Q1 2022
Shares 86,369 Value ($000) $11,066 Avg Close — Range —
Q4 2021
Shares 82,909 Value ($000) $10,164 Avg Close — Range —
Q3 2021
Shares 82,170 Value ($000) $9,427 Avg Close — Range —
Q2 2021
Shares 79,660 Value ($000) $9,290 Avg Close — Range —
Q1 2021
Shares 80,881 Value ($000) $9,229 Avg Close — Range —
Q4 2020
Shares 73,164 Value ($000) $7,037 Avg Close — Range —
Q3 2020
Shares 79,643 Value ($000) $6,494 Avg Close — Range —
Q2 2020
Shares 68,819 Value ($000) $5,555 Avg Close — Range —
Q1 2020
Shares 55,939 Value ($000) $4,114 Avg Close — Range —
Q4 2019
Shares 39,846 Value ($000) $4,210 Avg Close — Range —