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
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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BFWM

Bright Futures Wealth Management Webster, Ny 14580, New York $146M AUM

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Creekside Partners Petaluma, California $243M AUM 20.23% 1-Year Est. Return

Heritage Oak Wealth Advisors's POWR Position: Q4 2025 in Review

Heritage Oak Wealth Advisors sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q4 2025, closing a stake of 10,879 shares — an estimated $273K sold.

Heritage Oak Wealth Advisors first reported a position in POWR in Q2 2024 and held it in 5 quarters. The position peaked at $1.61M in Q4 2024. 45 funds tracked by Wall St. Rank hold POWR as of Q4 2025.

Heritage Oak Wealth Advisors reported no remaining iShares U.S. Power Infrastructure ETF position as of Q4 2025 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 10,879 iShares U.S. Power Infrastructure ETF shares in Q4 2025, an estimated $273K.
Heritage Oak Wealth Advisors first reported a position in iShares U.S. Power Infrastructure ETF in Q2 2024 and held it in 5 quarters.
Heritage Oak Wealth Advisors's iShares U.S. Power Infrastructure ETF position peaked at $1.61M in Q4 2024.
45 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q4 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.