MWML
POWR

M Wealth Management LLC’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

M Wealth Management LLC’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 		$540K Hold
19,309
– – 0.42% 36
2026
Q1 		$506K Buy
+19,309
New +$490K 0.43% 31

Other funds holding POWR

Treasurer of the State of North Carolina
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FP
FFG Partners Fort Lauderdale, Florida $352M AUM 70.53% 1-Year Est. Return
P
Palladiem Bryn Mawr, Pennsylvania $103M AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

M Wealth Management LLC's POWR Position: Q2 2026 in Review

M Wealth Management LLC held its iShares U.S. Power Infrastructure ETF (POWR) position steady in Q2 2026 at 19,309 shares worth $540K. The position accounts for 0.42% of the portfolio, ranked #36.

M Wealth Management LLC first reported a position in POWR in Q1 2026 and has held it in 2 quarters since. 92 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

  • M Wealth Management LLC held 19,309 shares of iShares U.S. Power Infrastructure ETF worth $540K as of Q2 2026.
  • M Wealth Management LLC left its iShares U.S. Power Infrastructure ETF share count unchanged in Q2 2026.
  • iShares U.S. Power Infrastructure ETF made up 0.42% of M Wealth Management LLC's portfolio in Q2 2026, its #36 holding.
  • M Wealth Management LLC first reported a position in iShares U.S. Power Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 92 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on M Wealth Management LLC's 13F filing for Q2 2026, filed 27 Jul 2026.