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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
Q2 		$80K Buy
+1,785
New +$76.3K ﹤0.01% 907

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
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return

CX Institutional's IBAT Position: Q2 2026 in Review

CX Institutional opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q2 2026: 1,785 shares worth $80K. The stake represents ﹤0.01% of the portfolio and ranks #907 among its holdings.

6 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • CX Institutional held 1,785 shares of iShares Energy Storage & Materials ETF worth $80K as of Q2 2026.
  • iShares Energy Storage & Materials ETF was a new CX Institutional position in Q2 2026.
  • iShares Energy Storage & Materials ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #907 holding.
  • 6 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.