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Advisory Services Network’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Advisory Services Network’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 		– Sell
-29
Closed -$989 – 4720
2026
Q1 		$989 Buy
+29
New +$961 ﹤0.01% 4312

Other funds holding IBAT

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Advisory Services Network's IBAT Position: Q2 2026 in Review

Advisory Services Network sold out of iShares Energy Storage & Materials ETF (IBAT) in Q2 2026, closing a stake of 29 shares — an estimated $989 sold.

Advisory Services Network first reported a position in IBAT in Q1 2026 and held it in 1 quarter. The position peaked at $989 in Q1 2026. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • Advisory Services Network reported no remaining iShares Energy Storage & Materials ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 29 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $989.
  • Advisory Services Network first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and held it in 1 quarter.
  • Advisory Services Network's iShares Energy Storage & Materials ETF position peaked at $989 in Q1 2026.
  • 25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.