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

LRI Investments’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	$109K	Hold	3,883	–	–	0.01%	434
2026 Q1	$102K	Hold	3,883	–	–	0.01%	404
2025 Q4	$91.4K	Hold	3,883	–	–	0.01%	433
2025 Q3	$97.4K	Hold	3,883	–	–	0.01%	419
2025 Q2	$92.1K	Hold	3,883	–	–	0.01%	446
2025 Q1	$96.6K	Buy	+3,883	New	+$92.5K	0.01%	426

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

LRI Investments's POWR Position: Q2 2026 in Review

LRI Investments held its iShares U.S. Power Infrastructure ETF (POWR) position steady in Q2 2026 at 3,883 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #434.

LRI Investments first reported a position in POWR in Q1 2025 and has held it in 6 quarters since. 47 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

LRI Investments held 3,883 shares of iShares U.S. Power Infrastructure ETF worth $109K as of Q2 2026.
LRI Investments left its iShares U.S. Power Infrastructure ETF share count unchanged in Q2 2026.
iShares U.S. Power Infrastructure ETF made up 0.01% of LRI Investments's portfolio in Q2 2026, its #434 holding.
LRI Investments first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2025 and has held it in 6 quarters since.
47 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.