I
POWR

INVST’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

INVST’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
2024
Q3 		– Sell
-9,981
Closed -$261K – 268
2024
Q2 		$261K Hold
9,981
– – 0.03% 226
2024
Q1 		$268K Hold
9,981
– – 0.03% 198
2023
Q4 		$240K Hold
9,981
– – 0.03% 190
2023
Q3 		$257K Hold
9,981
– – 0.04% 173
2023
Q2 		$231K Hold
9,981
– – 0.03% 163
2023
Q1 		$238K Hold
9,981
– – 0.04% 153
2022
Q4 		$248K Hold
9,981
– – 0.04% 143
2022
Q3 		$231K Hold
9,981
– – 0.04% 151
2022
Q2 		$223K Hold
9,981
– – 0.03% 162
2022
Q1 		$222K Hold
9,981
– – 0.04% 166
2021
Q4 		$207K Buy
+9,981
New +$184K 0.03% 172

Other funds holding POWR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
PS
Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return

INVST's POWR Position: Q3 2024 in Review

INVST sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q3 2024, closing a stake of 9,981 shares — an estimated $261K sold.

INVST first reported a position in POWR in Q4 2021 and held it in 11 quarters. The position peaked at $268K in Q1 2024. 41 funds tracked by Wall St. Rank hold POWR as of Q3 2024.

  • INVST reported no remaining iShares U.S. Power Infrastructure ETF position as of Q3 2024 after selling out during the quarter.
  • INVST sold 9,981 iShares U.S. Power Infrastructure ETF shares in Q3 2024, an estimated $261K.
  • INVST first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2021 and held it in 11 quarters.
  • INVST's iShares U.S. Power Infrastructure ETF position peaked at $268K in Q1 2024.
  • 41 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q3 2024.

Based on INVST's 13F filing for Q3 2024, filed 19 Nov 2024.