ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 8,275 Value ($000) $2,037 Avg Close Range
Q3 2025
Shares 7,715 Value ($000) $1,867 Avg Close Range
Q2 2025
Shares 7,844 Value ($000) $1,693 Avg Close Range
Q1 2025
Shares 5,985 Value ($000) $1,194 Avg Close Range
Q4 2024
Shares 5,454 Value ($000) $1,205 Avg Close Range
Q3 2024
Shares 5,448 Value ($000) $1,203 Avg Close Range
Q2 2024
Shares 6,307 Value ($000) $1,280 Avg Close Range
Q1 2024
Shares 5,185 Value ($000) $1,090 Avg Close Range
Q4 2023
Shares 5,180 Value ($000) $1,040 Avg Close Range
Q3 2023
Shares 5,165 Value ($000) $917 Avg Close Range
Q2 2023
Shares 5,165 Value ($000) $967 Avg Close Range
Q1 2023
Shares 5,759 Value ($000) $1,027 Avg Close Range
Q4 2022
Shares 5,153 Value ($000) $898 Avg Close Range
Q3 2022
Shares 3,833 Value ($000) $632 Avg Close Range
Q2 2022
Shares 4,133 Value ($000) $700 Avg Close Range
Q1 2022
Shares 2,272 Value ($000) $466 Avg Close Range
Q4 2021
Shares 1,924 Value ($000) $428 Avg Close Range
Q3 2021
Shares 1,116 Value ($000) $244 Avg Close Range
Q2 2021
Shares 1,924 Value ($000) $441 Avg Close Range
Q1 2021
Shares 1,924 Value ($000) $425 Avg Close Range
Q4 2020
Shares 2,571 Value ($000) $504 Avg Close Range
Q3 2020
Shares 1,808 Value ($000) $271 Avg Close Range
Q2 2020
Shares 1,326 Value ($000) $190 Avg Close Range
Q1 2020
Shares 1,346 Value ($000) $154 Avg Close Range
Q4 2019
Shares 1,509 Value ($000) $250 Avg Close Range