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Guardian Capital (Canada)’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Guardian Capital (Canada)’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
Q1 		$1.67M Sell
49,100
-8,600
-15% -$285K 0.04% 131
2025
Q4 		$1.65M Sell
57,700
-1,200
-2% -$36.1K 0.05% 124
2025
Q3 		$1.66M Buy
+58,900
New +$1.47M 0.05% 117

Other funds holding IBAT

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Guardian Capital (Canada)'s IBAT Position: Q1 2026 in Review

Guardian Capital (Canada) reduced its iShares Energy Storage & Materials ETF (IBAT) stake by 15% in Q1 2026, selling an estimated $285K and leaving 49,100 shares worth $1.67M. The position accounts for 0.04% of the portfolio, ranked #131.

Guardian Capital (Canada) first reported a position in IBAT in Q3 2025 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold IBAT as of Q1 2026.

  • Guardian Capital (Canada) held 49,100 shares of iShares Energy Storage & Materials ETF worth $1.67M as of Q1 2026.
  • Guardian Capital (Canada) sold 8,600 iShares Energy Storage & Materials ETF shares in Q1 2026, an estimated $285K.
  • iShares Energy Storage & Materials ETF made up 0.04% of Guardian Capital (Canada)'s portfolio in Q1 2026, its #131 holding.
  • Guardian Capital (Canada) first reported a position in iShares Energy Storage & Materials ETF in Q3 2025 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q1 2026.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2026, filed 15 May 2026.