Powell Investment Advisors’s iShares Russell 2000 ETF IWM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.83M	Sell	7,361 -914	-11%	-$236K	0.63%	25
2025 Q4	$2.04M	Buy	8,275 +560	+7%	+$138K	0.7%	23
2025 Q3	$1.87M	Sell	7,715 -129	-2%	-$29.6K	0.65%	24
2025 Q2	$1.69M	Buy	7,844 +1,859	+31%	+$374K	0.64%	25
2025 Q1	$1.19M	Buy	5,985 +531	+10%	+$115K	0.59%	24
2024 Q4	$1.21M	Buy	5,454 +6	+0.1%	+$1.37K	0.56%	26
2024 Q3	$1.2M	Sell	5,448 -859	-14%	-$184K	0.56%	29
2024 Q2	$1.28M	Buy	6,307 +1,122	+22%	+$227K	0.66%	25
2024 Q1	$1.09M	Buy	5,185 +5	+0.1%	+$997	0.58%	29
2023 Q4	$1.04M	Buy	5,180 +15	+0.3%	+$2.69K	0.58%	28
2023 Q3	$917K	Hold	5,165	–	–	0.55%	30
2023 Q2	$967K	Sell	5,165 -594	-10%	-$106K	0.57%	26
2023 Q1	$1.03M	Buy	5,759 +606	+12%	+$112K	0.57%	26
2022 Q4	$898K	Buy	5,153 +1,320	+34%	+$235K	0.52%	33
2022 Q3	$632K	Sell	3,833 -300	-7%	-$54.7K	0.41%	38
2022 Q2	$700K	Buy	4,133 +1,861	+82%	+$343K	0.42%	32
2022 Q1	$466K	Buy	2,272 +348	+18%	+$71K	0.27%	56
2021 Q4	$428K	Buy	1,924 +808	+72%	+$183K	0.24%	55
2021 Q3	$244K	Sell	1,116 -808	-42%	-$179K	0.15%	89
2021 Q2	$441K	Hold	1,924	–	–	0.27%	48
2021 Q1	$425K	Sell	1,924 -647	-25%	-$141K	0.28%	48
2020 Q4	$504K	Buy	2,571 +763	+42%	+$134K	0.38%	38
2020 Q3	$271K	Buy	1,808 +482	+36%	+$72.5K	0.23%	66
2020 Q2	$190K	Sell	1,326 -20	-1%	-$2.62K	0.18%	88
2020 Q1	$154K	Sell	1,346 -163	-11%	-$24.3K	0.19%	91
2019 Q4	$250K	Buy	+1,509	New	+$238K	0.26%	82