Heritage Oak Wealth Advisors’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Heritage Oak Wealth 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	$1.36M	Buy	+48,621	New	+$1.33M	0.4%	32
2025 Q4	–	Sell	-10,879	Closed	-$273K	–	86
2025 Q3	$273K	Sell	10,879 -36,952	-77%	-$909K	0.1%	67
2025 Q2	$1.13M	Sell	47,831 -162	-0.3%	-$3.71K	0.44%	35
2025 Q1	$1.19M	Sell	47,993 -22,368	-32%	-$533K	0.52%	33
2024 Q4	$1.61M	Buy	+70,361	New	+$1.74M	0.75%	25
2024 Q3	–	Sell	-51,586	Closed	-$1.34M	–	170
2024 Q2	$1.34M	Buy	+51,586	New	+$1.38M	0.68%	28

Other funds holding POWR

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

PPW

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Palladiem Bryn Mawr, Pennsylvania $103M AUM

Morgan Stanley New York $1.89T AUM 35.08% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heritage Oak Wealth Advisors's POWR Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in iShares U.S. Power Infrastructure ETF (POWR) in Q2 2026: 48,621 shares worth $1.36M. The stake represents 0.4% of the portfolio and ranks #32 among its holdings. This is a return to the name: Heritage Oak Wealth Advisors previously reported a position in POWR as recently as Q3 2025.

Heritage Oak Wealth Advisors first reported a position in POWR in Q2 2024 and has held it in 6 quarters since. The position peaked at $1.61M in Q4 2024. 92 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

Heritage Oak Wealth Advisors held 48,621 shares of iShares U.S. Power Infrastructure ETF worth $1.36M as of Q2 2026.
iShares U.S. Power Infrastructure ETF was a new Heritage Oak Wealth Advisors position in Q2 2026.
iShares U.S. Power Infrastructure ETF made up 0.4% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #32 holding.
Heritage Oak Wealth Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2024 and has held it in 6 quarters since.
Heritage Oak Wealth Advisors's iShares U.S. Power Infrastructure ETF position peaked at $1.61M in Q4 2024.
92 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.