4Wealth Advisors
IBAT icon

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
Q3 		$238K Buy
5,892
+434
+8% +$17.5K 0.16% 121
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

Midwest Financial Partners Investments
Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
NEWAS
N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

4Wealth Advisors's IBAT Position: Q3 2026 in Review

4Wealth Advisors increased its iShares Energy Storage & Materials ETF (IBAT) stake by 8% in Q3 2026, buying an estimated $17.5K and bringing the position to 5,892 shares worth $238K. The position accounts for 0.16% of the portfolio, ranked #121.

4Wealth Advisors first reported a position in IBAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $240K in Q2 2026. 8 funds tracked by Wall St. Rank hold IBAT as of Q3 2026.

  • 4Wealth Advisors held 5,892 shares of iShares Energy Storage & Materials ETF worth $238K as of Q3 2026.
  • 4Wealth Advisors bought 434 iShares Energy Storage & Materials ETF shares in Q3 2026, an estimated $17.5K.
  • iShares Energy Storage & Materials ETF made up 0.16% of 4Wealth Advisors's portfolio in Q3 2026, its #121 holding.
  • 4Wealth Advisors first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and has held it in 3 quarters since.
  • 4Wealth Advisors's iShares Energy Storage & Materials ETF position peaked at $240K in Q2 2026.
  • 8 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.