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Glassman Wealth Services’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Glassman Wealth Services’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 		$288K Buy
6,396
+1,874
+41% +$80.1K 0.03% 70
2026
Q1 		$154K Buy
+4,522
New +$150K 0.02% 78

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 40.91% 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

Glassman Wealth Services's IBAT Position: Q2 2026 in Review

Glassman Wealth Services increased its iShares Energy Storage & Materials ETF (IBAT) stake by 41% in Q2 2026, buying an estimated $80.1K and bringing the position to 6,396 shares worth $288K. The position accounts for 0.03% of the portfolio, ranked #70.

Glassman Wealth Services first reported a position in IBAT in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • Glassman Wealth Services held 6,396 shares of iShares Energy Storage & Materials ETF worth $288K as of Q2 2026.
  • Glassman Wealth Services bought 1,874 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $80.1K.
  • iShares Energy Storage & Materials ETF made up 0.03% of Glassman Wealth Services's portfolio in Q2 2026, its #70 holding.
  • Glassman Wealth Services first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on Glassman Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.