State Street’s iPower IPW Stock Holding History

State Street’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	-217	Closed	-$26.9K	–	4318
2025 Q3	$26.9K	Hold	217	–	–	﹤0.01%	4226
2025 Q2	$33.6K	Hold	217	–	–	﹤0.01%	4150
2025 Q1	$26K	Hold	217	–	–	﹤0.01%	4178
2024 Q4	$43.3K	Hold	217	–	–	﹤0.01%	4129
2024 Q3	$94.1K	Hold	217	–	–	﹤0.01%	3989
2024 Q2	$108K	Buy	+217	New	+$68.8K	﹤0.01%	3993

Other funds holding IPW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

State Street's IPW Position: Q4 2025 in Review

State Street sold out of iPower (IPW) in Q4 2025, closing a stake of 217 shares — an estimated $26.9K sold.

State Street first reported a position in IPW in Q2 2024 and held it in 6 quarters. The position peaked at $108K in Q2 2024. 5 funds tracked by Wall St. Rank hold IPW as of Q4 2025.

State Street reported no remaining iPower position as of Q4 2025 after selling out during the quarter.
State Street sold 217 iPower shares in Q4 2025, an estimated $26.9K.
State Street first reported a position in iPower in Q2 2024 and held it in 6 quarters.
State Street's iPower position peaked at $108K in Q2 2024.
5 funds tracked by Wall St. Rank held iPower as of Q4 2025.

Based on State Street's 13F filing for Q4 2025, filed 13 Feb 2026.