Commonwealth Equity Services’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Commonwealth Equity 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 Q2	$4.9M	Buy	175,163 +143,864	+460%	+$3.93M	0.01%	1408
2026 Q1	$821K	Buy	31,299 +18,360	+142%	+$466K	﹤0.01%	2776
2025 Q4	$304K	Buy	+12,939	New	+$324K	﹤0.01%	3642
2024 Q3	–	Sell	-11,536	Closed	-$300K	–	4113
2024 Q2	$300K	Buy	11,536 +380	+3%	+$10.2K	﹤0.01%	3287
2024 Q1	$296K	Buy	11,156 +440	+4%	+$10.8K	﹤0.01%	3288
2023 Q4	$258K	Buy	10,716 +116	+1%	+$2.86K	﹤0.01%	3302
2023 Q3	$273K	Buy	10,600 +401	+4%	+$9.89K	﹤0.01%	3113
2023 Q2	$236K	Sell	10,199 -367	-3%	-$8.57K	﹤0.01%	3249
2023 Q1	$246	Sell	10,566 -4,962	-32%	-$118K	﹤0.01%	3132
2022 Q4	$376K	Sell	15,528 -6,909	-31%	-$170K	﹤0.01%	2703
2022 Q3	$478K	Sell	22,437 -271,495	-92%	-$6.02M	﹤0.01%	2440
2022 Q2	$6.24M	Buy	293,932 +254,948	+654%	+$5.98M	0.02%	791
2022 Q1	$884K	Buy	38,984 +4,624	+13%	+$97K	﹤0.01%	2094
2021 Q4	$612K	Sell	34,360 -2,000	-6%	-$36.8K	﹤0.01%	2354
2021 Q3	$639K	Buy	36,360 +334	+0.9%	+$5.39K	﹤0.01%	2286
2021 Q2	$612K	Buy	36,026 +875	+2%	+$14.4K	﹤0.01%	2310
2021 Q1	$551K	Buy	35,151 +8,257	+31%	+$124K	﹤0.01%	2255
2020 Q4	$351K	Buy	26,894 +6,838	+34%	+$81.2K	﹤0.01%	2439
2020 Q3	$209K	Buy	20,056 +1,415	+8%	+$16.9K	﹤0.01%	2681
2020 Q2	$228K	Buy	18,641 +898	+5%	+$10.9K	﹤0.01%	2488
2020 Q1	$185K	Sell	17,743 -344	-2%	-$5.29K	﹤0.01%	2422
2019 Q4	$342K	Sell	18,087 -6,378	-26%	-$120K	﹤0.01%	2208
2019 Q3	$459K	Sell	24,465 -3,676	-13%	-$69.3K	﹤0.01%	1892
2019 Q2	$568K	Buy	28,141 +361	+1%	+$7.38K	﹤0.01%	1714
2019 Q1	$582K	Sell	27,780 -1,012	-4%	-$20.6K	﹤0.01%	1645
2018 Q4	$532K	Sell	28,792 -7,520	-21%	-$159K	﹤0.01%	1596
2018 Q3	$866K	Sell	36,312 -5,361	-13%	-$124K	﹤0.01%	1395
2018 Q2	$965K	Buy	41,673 +1,105	+3%	+$25.3K	0.01%	1304
2018 Q1	$845K	Buy	40,568 +3,889	+11%	+$83.2K	﹤0.01%	1354
2017 Q4	$790K	Sell	36,679 -2,444	-6%	-$50.7K	﹤0.01%	1371
2017 Q3	$788K	Sell	39,123 -5,834	-13%	-$110K	﹤0.01%	1316
2017 Q2	$822K	Buy	44,957 +223	+0.5%	+$4.24K	0.01%	1254
2017 Q1	$873K	Buy	44,734 +14,410	+48%	+$284K	0.01%	1189
2016 Q4	$616K	Buy	30,324 +14,209	+88%	+$279K	﹤0.01%	1292
2016 Q3	$310K	Buy	16,115 +944	+6%	+$17.7K	﹤0.01%	1693
2016 Q2	$288K	Buy	15,171 +3,739	+33%	+$69.2K	﹤0.01%	1692
2016 Q1	$199K	Buy	11,432 +850	+8%	+$13.7K	﹤0.01%	1914
2015 Q4	$173K	Buy	+10,582	New	+$191K	﹤0.01%	1914

Other funds holding POWR

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return

FFN

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

AIP

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

LWM

Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return

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

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BFWM

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

Commonwealth Equity Services's POWR Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares U.S. Power Infrastructure ETF (POWR) stake by 460% in Q2 2026, buying an estimated $3.93M and bringing the position to 175,163 shares worth $4.9M. The position accounts for 0.01% of the portfolio, ranked #1408.

Commonwealth Equity Services first reported a position in POWR in Q4 2015 and has held it in 38 quarters since. The position peaked at $6.24M in Q2 2022. 47 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

Commonwealth Equity Services held 175,163 shares of iShares U.S. Power Infrastructure ETF worth $4.9M as of Q2 2026.
Commonwealth Equity Services bought 143,864 iShares U.S. Power Infrastructure ETF shares in Q2 2026, an estimated $3.93M.
iShares U.S. Power Infrastructure ETF made up 0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1408 holding.
Commonwealth Equity Services first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2015 and has held it in 38 quarters since.
Commonwealth Equity Services's iShares U.S. Power Infrastructure ETF position peaked at $6.24M in Q2 2022.
47 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.