4Wealth Advisors’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

4Wealth Advisors’s Portfolio IBAT Stock Details IBAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$240K	Sell	5,458 -1,156	-17%	-$49.4K	0.18%	132
2026 Q1	$218K	Buy	+6,614	New	+$219K	0.19%	130

Other funds holding IBAT

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

QWM

Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

4Wealth Advisors's IBAT Position: Q2 2026 in Review

4Wealth Advisors reduced its iShares Energy Storage & Materials ETF (IBAT) stake by 17% in Q2 2026, selling an estimated $49.4K and leaving 5,458 shares worth $240K. The position accounts for 0.18% of the portfolio, ranked #132.

4Wealth Advisors first reported a position in IBAT in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

4Wealth Advisors held 5,458 shares of iShares Energy Storage & Materials ETF worth $240K as of Q2 2026.
4Wealth Advisors sold 1,156 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $49.4K.
iShares Energy Storage & Materials ETF made up 0.18% of 4Wealth Advisors's portfolio in Q2 2026, its #132 holding.
4Wealth Advisors first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.