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

CoreCap 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 		$55.8K Buy
1,238
+832
+205% +$35.6K ﹤0.01% 1362
2026
Q1 		$13.8K Buy
+406
New +$13.4K ﹤0.01% 1828

Other funds holding IBAT

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

CoreCap Advisors's IBAT Position: Q2 2026 in Review

CoreCap Advisors increased its iShares Energy Storage & Materials ETF (IBAT) stake by 205% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,238 shares worth $55.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

CoreCap Advisors first reported a position in IBAT in Q1 2026 and has held it in 2 quarters since. 6 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • CoreCap Advisors held 1,238 shares of iShares Energy Storage & Materials ETF worth $55.8K as of Q2 2026.
  • CoreCap Advisors bought 832 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $35.6K.
  • iShares Energy Storage & Materials ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1362 holding.
  • CoreCap Advisors first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and has held it in 2 quarters since.
  • 6 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.