TrustCore Financial Services’s iShares U.S. Power Infrastructure ETF POWR Stock Holding History

TrustCore Financial Services’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
2021 Q1	–	Sell	-130	Closed	-$2K	–	943
2020 Q4	$2K	Buy	130 +3	+2%	+$36	﹤0.01%	841
2020 Q3	$1K	Hold	127	–	–	﹤0.01%	798
2020 Q2	$2K	Buy	127 +2	+2%	+$24	﹤0.01%	798
2020 Q1	$1K	Hold	125	–	–	﹤0.01%	819
2019 Q4	$2K	Buy	125 +3	+2%	+$57	﹤0.01%	820
2019 Q3	$2K	Hold	122	–	–	﹤0.01%	853
2019 Q2	$2K	Buy	122 +1	+0.8%	+$20	﹤0.01%	834
2019 Q1	$3K	Buy	+121	New	+$2.46K	﹤0.01%	730
2018 Q4	–	Sell	-118	Closed	-$3K	–	535
2018 Q3	$3K	Hold	118	–	–	﹤0.01%	721
2018 Q2	$3K	Buy	118 +1	+0.9%	+$23	﹤0.01%	753
2018 Q1	$2K	Hold	117	–	–	﹤0.01%	645
2017 Q4	$3K	Buy	+117	New	+$2.43K	﹤0.01%	598

Other funds holding POWR

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Planned Solutions Folsom, California $349M AUM 23.38% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SWM

Sculati Wealth Management Bloomfield Hills, Michigan $300M AUM 17.56% 1-Year Est. Return

VWA

V Wealth Advisors Overland Park, Kansas $125M AUM 24.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

GCA

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

TrustCore Financial Services's POWR Position: Q1 2021 in Review

TrustCore Financial Services sold out of iShares U.S. Power Infrastructure ETF (POWR) in Q1 2021, closing a stake of 130 shares — an estimated $2K sold.

TrustCore Financial Services first reported a position in POWR in Q4 2017 and held it in 12 quarters. The position peaked at $3K in Q1 2019. 28 funds tracked by Wall St. Rank hold POWR as of Q1 2021.

TrustCore Financial Services reported no remaining iShares U.S. Power Infrastructure ETF position as of Q1 2021 after selling out during the quarter.
TrustCore Financial Services sold 130 iShares U.S. Power Infrastructure ETF shares in Q1 2021, an estimated $2K.
TrustCore Financial Services first reported a position in iShares U.S. Power Infrastructure ETF in Q4 2017 and held it in 12 quarters.
TrustCore Financial Services's iShares U.S. Power Infrastructure ETF position peaked at $3K in Q1 2019.
28 funds tracked by Wall St. Rank held iShares U.S. Power Infrastructure ETF as of Q1 2021.

Based on TrustCore Financial Services's 13F filing for Q1 2021, filed 30 Apr 2021.