ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 298 Value ($000) $204 Avg Close Range
Q3 2025
Shares 298 Value ($000) $199 Avg Close Range
Q2 2025
Shares 359 Value ($000) $223 Avg Close Range
Q1 2025
Shares 359 Value ($000) $202 Avg Close Range
Q4 2024
Shares 359 Value ($000) $211 Avg Close Range
Q3 2024
Shares 367 Value ($000) $212 Avg Close Range
Q2 2024
Shares 367 Value ($000) $201 Avg Close Range
Q1 2024
Shares 69 Value ($000) $36 Avg Close Range
Q4 2023
Shares 69 Value ($000) $33 Avg Close Range
Q3 2023
Shares 69 Value ($000) $30 Avg Close Range
Q2 2023
Shares 98 Value ($000) $44 Avg Close Range
Q1 2023
Shares 98 Value ($000) $40 Avg Close Range
Q4 2022
Shares 98 Value ($000) $38 Avg Close Range
Q3 2022
Shares 98 Value ($000) $35 Avg Close Range
Q2 2022
Shares 98 Value ($000) $37 Avg Close Range
Q1 2022
Shares 98 Value ($000) $44 Avg Close Range
Q4 2021
Shares 98 Value ($000) $47 Avg Close Range
Q2 2021
Shares 69 Value ($000) $30 Avg Close Range
Q1 2021
Shares 69 Value ($000) $27 Avg Close Range