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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
-987
Closed -$153K – 37
2025
Q2 		$153K Hold
987
– – 0.12% 32
2025
Q1 		$118K Hold
987
– – 0.1% 30
2024
Q4 		$197K Buy
+987
New +$285K 0.17% 29
2024
Q2 		– Sell
-1,042
Closed -$133K – 29
2024
Q1 		$133K Hold
1,042
– – 0.13% 28
2023
Q4 		$113K Hold
1,042
– – 0.12% 32
2023
Q3 		$180K Hold
1,042
– – 0.22% 26
2023
Q2 		$275K Hold
1,042
– – 0.33% 18
2023
Q1 		$134K Buy
+1,042
New +$185K 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 $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
CSS
Cubist Systematic Strategies Stamford, Connecticut $21B AUM 21.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 987 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. 14 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 987 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.
  • 14 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.