Guardian Asset Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Guardian Asset Advisors’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	$292K	Sell	10,455 -3,935	-27%	-$108K	0.13%	101
2026 Q1	$377K	Buy	14,390 +3,287	+30%	+$83.5K	0.22%	71
2025 Q4	$261K	Sell	11,103 -454	-4%	-$11.4K	0.14%	93
2025 Q3	$290K	Sell	11,557 -2,046	-15%	-$50.3K	0.16%	87
2025 Q2	$323K	Sell	13,603 -1,815	-12%	-$41.6K	0.19%	86
2025 Q1	$383K	Sell	15,418 -500	-3%	-$11.9K	0.25%	72
2024 Q4	$363K	Sell	15,918 -590	-4%	-$14.6K	0.23%	75
2024 Q3	$409K	Sell	16,508 -262	-2%	-$6.63K	0.28%	67
2024 Q2	$436K	Sell	16,770 -63	-0.4%	-$1.69K	0.32%	58
2024 Q1	$446K	Sell	16,833 -549	-3%	-$13.5K	0.37%	58
2023 Q4	$419K	Buy	+17,382	New	+$429K	0.39%	54

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Guardian Asset Advisors's POWR Position: Q2 2026 in Review

Guardian Asset Advisors reduced its iShares U.S. Power Infrastructure ETF (POWR) stake by 27% in Q2 2026, selling an estimated $108K and leaving 10,455 shares worth $292K. The position accounts for 0.13% of the portfolio, ranked #101.

Guardian Asset Advisors first reported a position in POWR in Q4 2023 and has held it in 11 quarters since. The position peaked at $446K in Q1 2024. 47 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

Guardian Asset Advisors held 10,455 shares of iShares U.S. Power Infrastructure ETF worth $292K as of Q2 2026.
Guardian Asset Advisors sold 3,935 iShares U.S. Power Infrastructure ETF shares in Q2 2026, an estimated $108K.
iShares U.S. Power Infrastructure ETF made up 0.13% of Guardian Asset Advisors's portfolio in Q2 2026, its #101 holding.
Guardian Asset Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
Guardian Asset Advisors's iShares U.S. Power Infrastructure ETF position peaked at $446K in Q1 2024.
47 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on Guardian Asset Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.