Security National Bank’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

Security National Bank’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	$12.6K	Hold	450	–	–	﹤0.01%	315
2026 Q1	$11.8K	Hold	450	–	–	﹤0.01%	321
2025 Q4	$10.6K	Hold	450	–	–	﹤0.01%	308
2025 Q3	$11.3K	Hold	450	–	–	﹤0.01%	315
2025 Q2	$10.7K	Hold	450	–	–	﹤0.01%	280
2025 Q1	$11.2K	Hold	450	–	–	﹤0.01%	281
2024 Q4	$10.3K	Hold	450	–	–	﹤0.01%	277
2024 Q3	$11.2K	Hold	450	–	–	﹤0.01%	252
2024 Q2	$11.7K	Hold	450	–	–	﹤0.01%	249
2024 Q1	$11.9K	Hold	450	–	–	﹤0.01%	241
2023 Q4	$10.8K	Buy	+450	New	+$11.1K	﹤0.01%	248

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

Security National Bank's POWR Position: Q2 2026 in Review

Security National Bank held its iShares U.S. Power Infrastructure ETF (POWR) position steady in Q2 2026 at 450 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Security National Bank first reported a position in POWR in Q4 2023 and has held it in 11 quarters since. 47 funds tracked by Wall St. Rank hold POWR as of Q2 2026.

Security National Bank held 450 shares of iShares U.S. Power Infrastructure ETF worth $12.6K as of Q2 2026.
Security National Bank 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 Security National Bank's portfolio in Q2 2026, its #315 holding.
Security National Bank first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2023 and has held it in 11 quarters since.
47 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.