CX Institutional’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

CX Institutional’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	–	Sell	-1,785	Closed	-$80K	–	1743
2026 Q2	$80K	Buy	+1,785	New	+$76.3K	﹤0.01%	907

Other funds holding IBAT

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

CX Institutional's IBAT Position: Q3 2026 in Review

CX Institutional sold out of iShares Energy Storage & Materials ETF (IBAT) in Q3 2026, closing a stake of 1,785 shares — an estimated $80K sold.

CX Institutional first reported a position in IBAT in Q2 2026 and held it in 1 quarter. The position peaked at $80K in Q2 2026. 5 funds tracked by Wall St. Rank hold IBAT as of Q3 2026.

CX Institutional reported no remaining iShares Energy Storage & Materials ETF position as of Q3 2026 after selling out during the quarter.
CX Institutional sold 1,785 iShares Energy Storage & Materials ETF shares in Q3 2026, an estimated $80K.
CX Institutional first reported a position in iShares Energy Storage & Materials ETF in Q2 2026 and held it in 1 quarter.
CX Institutional's iShares Energy Storage & Materials ETF position peaked at $80K in Q2 2026.
5 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.