IVE — ISHARES TR

Ownership history in Powell Investment Advisors, LLC  ·  25 quarters on record

This page tracks every 13F SEC filing in which Powell Investment Advisors, LLC reported a position in ISHARES TR (IVE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
14.17% (2025 Q1)
Avg. % of fund
11.85%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
25
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 155,580 -420 -0.3% 11.36% $33.0M $212.07
2025 Q3 REDUCED 156,000 -4,365 -2.7% 11.26% $32.2M $205.55
2025 Q2 ADDED 160,365 +8,946 +5.9% 11.76% $31.3M $193.68
2025 Q1 ADDED 151,419 +8,438 +5.9% 14.17% $28.9M $188.09
21 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IVE price (monthly, adj. close)

Other funds also holding IVE

As of 2025 Q4 — sorted by position size

Foundation Wealth Management, LLC 3Y 25.38% LPWM LLC 3Y 17.62% LVZ, Inc. 3Y 7Y 14.04% Thoma Capital Management LLC 13.46% ENCOMPASS WEALTH ADVISORS, LLC 3Y 12.44% hemming& Wealth Management, Inc. 12.4% Michelson Medical Research Foundation, Inc. 3Y 11.03% FINANCIAL LIFE ADVISORS 3Y 7Y 10.87% SOFI WEALTH, LLC 3Y 10.32% Signature Wealth Management Partners, LLC 3Y 10.17%
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