IWM
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IHT Wealth Management’s iPower IPW Stock Holding History

IHT Wealth Management’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
Q4 		– Sell
-63
Closed -$7.76K – 1222
2025
Q3 		$7.76K Hold
63
– – ﹤0.01% 1167
2025
Q2 		$9.7K Hold
63
– – ﹤0.01% 1144
2025
Q1 		$7.5K Hold
63
– – ﹤0.01% 1080
2024
Q4 		$12.5K Buy
+63
New +$18.2K ﹤0.01% 1073

Other funds holding IPW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

IHT Wealth Management's IPW Position: Q4 2025 in Review

IHT Wealth Management sold out of iPower (IPW) in Q4 2025, closing a stake of 63 shares — an estimated $7.76K sold.

IHT Wealth Management first reported a position in IPW in Q4 2024 and held it in 4 quarters. The position peaked at $12.5K in Q4 2024. 5 funds tracked by Wall St. Rank hold IPW as of Q4 2025.

  • IHT Wealth Management reported no remaining iPower position as of Q4 2025 after selling out during the quarter.
  • IHT Wealth Management sold 63 iPower shares in Q4 2025, an estimated $7.76K.
  • IHT Wealth Management first reported a position in iPower in Q4 2024 and held it in 4 quarters.
  • IHT Wealth Management's iPower position peaked at $12.5K in Q4 2024.
  • 5 funds tracked by Wall St. Rank held iPower as of Q4 2025.

Based on IHT Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.