ISHARES TR

Ticker: IWP CUSIP: 464287481 Class: RUS MD CP GR ETF

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

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

Q4 2025
Shares 51,636 Value ($000) $7,071 Avg Close Range
Q3 2025
Shares 52,518 Value ($000) $7,479 Avg Close Range
Q2 2025
Shares 54,074 Value ($000) $7,499 Avg Close Range
Q1 2025
Shares 52,218 Value ($000) $6,135 Avg Close Range
Q4 2024
Shares 49,719 Value ($000) $6,302 Avg Close Range
Q3 2024
Shares 49,638 Value ($000) $5,822 Avg Close Range
Q2 2024
Shares 47,528 Value ($000) $5,245 Avg Close Range
Q1 2024
Shares 47,002 Value ($000) $5,365 Avg Close Range
Q4 2023
Shares 48,284 Value ($000) $5,044 Avg Close Range
Q3 2023
Shares 47,899 Value ($000) $4,384 Avg Close Range
Q2 2023
Shares 48,016 Value ($000) $4,640 Avg Close Range
Q1 2023
Shares 56,587 Value ($000) $5,152 Avg Close Range
Q4 2022
Shares 56,229 Value ($000) $4,701 Avg Close Range
Q3 2022
Shares 60,493 Value ($000) $4,744 Avg Close Range
Q2 2022
Shares 56,644 Value ($000) $4,487 Avg Close Range
Q1 2022
Shares 45,549 Value ($000) $4,578 Avg Close Range
Q4 2021
Shares 36,293 Value ($000) $4,182 Avg Close Range
Q3 2021
Shares 35,142 Value ($000) $3,938 Avg Close Range
Q2 2021
Shares 33,747 Value ($000) $3,820 Avg Close Range
Q1 2021
Shares 32,549 Value ($000) $3,322 Avg Close Range
Q4 2020
Shares 31,472 Value ($000) $3,231 Avg Close Range
Q3 2020
Shares 15,446 Value ($000) $2,670 Avg Close Range
Q2 2020
Shares 15,378 Value ($000) $2,432 Avg Close Range
Q1 2020
Shares 14,926 Value ($000) $1,815 Avg Close Range
Q4 2019
Shares 15,059 Value ($000) $2,298 Avg Close Range