Chico Wealth RIA
IPW icon

Chico Wealth RIA’s iPower IPW Stock Holding History

Chico Wealth RIA’s Portfolio IPW Stock Details IPW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-9
Closed -$153K – 37
2025
Q2 		$153K Hold
9
– – 0.12% 32
2025
Q1 		$118K Hold
9
– – 0.1% 30
2024
Q4 		$197K Buy
+9
New +$281K 0.17% 29
2024
Q2 		– Sell
-10
Closed -$133K – 29
2024
Q1 		$133K Hold
10
– – 0.13% 28
2023
Q4 		$112K Hold
10
– – 0.12% 32
2023
Q3 		$180K Hold
10
– – 0.22% 26
2023
Q2 		$275K Hold
10
– – 0.33% 18
2023
Q1 		$134K Buy
+10
New +$191K 0.17% 21

Other funds holding IPW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
XTX Topco
XTX Topco George Town, Cayman Islands $7.72B AUM 32.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Cubist Systematic Strategies
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Chico Wealth RIA's IPW Position: Q3 2025 in Review

Chico Wealth RIA sold out of iPower (IPW) in Q3 2025, closing a stake of 9 shares — an estimated $153K sold.

Chico Wealth RIA first reported a position in IPW in Q1 2023 and held it in 8 quarters. The position peaked at $275K in Q2 2023. 11 funds tracked by Wall St. Rank hold IPW as of Q3 2025.

  • Chico Wealth RIA reported no remaining iPower position as of Q3 2025 after selling out during the quarter.
  • Chico Wealth RIA sold 9 iPower shares in Q3 2025, an estimated $153K.
  • Chico Wealth RIA first reported a position in iPower in Q1 2023 and held it in 8 quarters.
  • Chico Wealth RIA's iPower position peaked at $275K in Q2 2023.
  • 11 funds tracked by Wall St. Rank held iPower as of Q3 2025.

Based on Chico Wealth RIA's 13F filing for Q3 2025, filed 21 Oct 2025.