iShares S&P 500 Index shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in iShares S&P 500 Index
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Quarterly reported holdings in iShares S&P 500 Index by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $200k | 298 | 669.30 |
| 2025-06-30 | $223k | 359 | 620.90 |
| 2025-03-31 | $202k | 359 | 561.90 |
| 2024-12-31 | $211k | 359 | 588.68 |
| 2024-09-30 | $212k | 367 | 576.82 |
| 2024-06-30 | $201k | 367 | 547.23 |
| 2024-03-31 | $36k | 69 | 525.72 |
| 2023-12-31 | $33k | 69 | 477.62 |
| 2023-09-30 | $30k | 69 | 431.42 |
| 2023-06-30 | $44k | 98 | 445.71 |
| 2023-03-31 | $40k | 98 | 411.08 |
| 2022-12-31 | $38k | 98 | 384.21 |
| 2022-09-30 | $35k | 98 | 357.14 |
| 2022-06-30 | $37k | 98 | 377.55 |
| 2022-03-31 | $44k | 98 | 448.98 |
| 2021-12-31 | $47k | 98 | 479.59 |
| 2021-06-30 | $30k | 69 | 434.78 |
| 2021-03-31 | $27k | 69 | 391.30 |
More positions owned by Powell Investment Advisors
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