ISHARES TR

Ticker: IWN CUSIP: 464287630 Class: RUS 2000 VAL ETF

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

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

Q4 2025
Shares 114,148 Value ($000) $20,685 Avg Close — Range —
Q3 2025
Shares 113,998 Value ($000) $20,156 Avg Close — Range —
Q2 2025
Shares 115,109 Value ($000) $18,160 Avg Close — Range —
Q1 2025
Shares 97,280 Value ($000) $14,687 Avg Close — Range —
Q4 2024
Shares 93,477 Value ($000) $15,346 Avg Close — Range —
Q3 2024
Shares 91,749 Value ($000) $15,306 Avg Close — Range —
Q2 2024
Shares 79,240 Value ($000) $12,068 Avg Close — Range —
Q1 2024
Shares 77,076 Value ($000) $12,240 Avg Close — Range —
Q4 2023
Shares 77,689 Value ($000) $12,067 Avg Close — Range —
Q3 2023
Shares 80,305 Value ($000) $10,961 Avg Close — Range —
Q2 2023
Shares 79,974 Value ($000) $11,260 Avg Close — Range —
Q1 2023
Shares 84,149 Value ($000) $11,530 Avg Close — Range —
Q4 2022
Shares 84,146 Value ($000) $11,668 Avg Close — Range —
Q3 2022
Shares 83,040 Value ($000) $10,706 Avg Close — Range —
Q2 2022
Shares 96,896 Value ($000) $13,192 Avg Close — Range —
Q1 2022
Shares 91,505 Value ($000) $14,769 Avg Close — Range —
Q4 2021
Shares 83,461 Value ($000) $13,859 Avg Close — Range —
Q3 2021
Shares 81,286 Value ($000) $13,024 Avg Close — Range —
Q2 2021
Shares 82,614 Value ($000) $13,695 Avg Close — Range —
Q1 2021
Shares 80,259 Value ($000) $12,799 Avg Close — Range —
Q4 2020
Shares 73,040 Value ($000) $9,623 Avg Close — Range —
Q3 2020
Shares 71,628 Value ($000) $7,115 Avg Close — Range —
Q2 2020
Shares 62,802 Value ($000) $6,121 Avg Close — Range —
Q1 2020
Shares 45,355 Value ($000) $3,720 Avg Close — Range —
Q4 2019
Shares 35,393 Value ($000) $4,551 Avg Close — Range —