ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

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

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

Q4 2025
Shares 289,940 Value ($000) $35,738 Avg Close — Range —
Q3 2025
Shares 290,370 Value ($000) $35,053 Avg Close — Range —
Q2 2025
Shares 292,743 Value ($000) $32,231 Avg Close — Range —
Q1 2025
Shares 271,328 Value ($000) $25,187 Avg Close — Range —
Q4 2024
Shares 260,992 Value ($000) $26,499 Avg Close — Range —
Q3 2024
Shares 259,758 Value ($000) $24,872 Avg Close — Range —
Q2 2024
Shares 249,997 Value ($000) $23,135 Avg Close — Range —
Q1 2024
Shares 250,701 Value ($000) $21,169 Avg Close — Range —
Q4 2023
Shares 248,581 Value ($000) $18,668 Avg Close — Range —
Q3 2023
Shares 244,647 Value ($000) $16,793 Avg Close — Range —
Q2 2023
Shares 243,289 Value ($000) $17,147 Avg Close — Range —
Q1 2023
Shares 264,543 Value ($000) $16,902 Avg Close — Range —
Q4 2022
Shares 261,965 Value ($000) $15,325 Avg Close — Range —
Q3 2022
Shares 273,020 Value ($000) $15,794 Avg Close — Range —
Q2 2022
Shares 315,616 Value ($000) $19,047 Avg Close — Range —
Q1 2022
Shares 290,389 Value ($000) $22,180 Avg Close — Range —
Q4 2021
Shares 273,544 Value ($000) $22,887 Avg Close — Range —
Q3 2021
Shares 261,502 Value ($000) $19,328 Avg Close — Range —
Q2 2021
Shares 266,849 Value ($000) $19,408 Avg Close — Range —
Q1 2021
Shares 263,482 Value ($000) $17,155 Avg Close — Range —
Q4 2020
Shares 267,469 Value ($000) $17,070 Avg Close — Range —
Q3 2020
Shares 66,694 Value ($000) $15,412 Avg Close — Range —
Q2 2020
Shares 62,453 Value ($000) $12,958 Avg Close — Range —
Q1 2020
Shares 51,056 Value ($000) $8,427 Avg Close — Range —
Q4 2019
Shares 44,775 Value ($000) $8,670 Avg Close — Range —