CBIZ Investment Advisory Services’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

CBIZ Investment Advisory Services’s Portfolio POWR Stock Details POWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.83K	Buy	108 +1	+0.9%	+$25	﹤0.01%	296
2025 Q4	$2.53K	Buy	107 +70	+189%	+$1.75K	﹤0.01%	609
2025 Q3	$928	Sell	37 -37	-50%	-$910	﹤0.01%	623
2025 Q2	$1.75K	Buy	74 +1	+1%	+$23	﹤0.01%	556
2025 Q1	$1.81K	Hold	73	–	–	﹤0.01%	488
2024 Q4	$1.66K	Buy	73 +3	+4%	+$74	﹤0.01%	414
2024 Q3	$1.76K	Sell	70 -63	-47%	-$1.59K	﹤0.01%	349
2024 Q2	$3.45K	Buy	133 +2	+2%	+$54	﹤0.01%	311
2024 Q1	$3.46K	Buy	+131	New	+$3.21K	﹤0.01%	289
2021 Q3	–	Hold	0	–	–	–	99
2021 Q2	–	Hold	0	–	–	–	96
2019 Q4	–	Hold	0	–	–	–	143

Other funds holding POWR

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

StoneX Group New York $1.86B AUM 21.3% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $155M AUM 32.3% 1-Year Est. Return

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

CBIZ Investment Advisory Services's POWR Position: Q1 2026 in Review

CBIZ Investment Advisory Services increased its iShares U.S. Power Infrastructure ETF (POWR) stake by 0.93% in Q1 2026, buying an estimated $25 and bringing the position to 108 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #296.

CBIZ Investment Advisory Services first reported a position in POWR in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.46K in Q1 2024. 59 funds tracked by Wall St. Rank hold POWR as of Q1 2026.

CBIZ Investment Advisory Services held 108 shares of iShares U.S. Power Infrastructure ETF worth $2.83K as of Q1 2026.
CBIZ Investment Advisory Services bought 1 iShares U.S. Power Infrastructure ETF share in Q1 2026, an estimated $25.
iShares U.S. Power Infrastructure ETF made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #296 holding.
CBIZ Investment Advisory Services first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2024 and has held it in 9 quarters since.
CBIZ Investment Advisory Services's iShares U.S. Power Infrastructure ETF position peaked at $3.46K in Q1 2024.
59 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.