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 Q2	$1.73M	Sell	38,500 -10,600	-22%	-$453K	0.04%	132
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

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 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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Guardian Capital (Canada)'s IBAT Position: Q2 2026 in Review

Guardian Capital (Canada) reduced its iShares Energy Storage & Materials ETF (IBAT) stake by 22% in Q2 2026, selling an estimated $453K and leaving 38,500 shares worth $1.73M. The position accounts for 0.04% of the portfolio, ranked #132.

Guardian Capital (Canada) first reported a position in IBAT in Q3 2025 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

Guardian Capital (Canada) held 38,500 shares of iShares Energy Storage & Materials ETF worth $1.73M as of Q2 2026.
Guardian Capital (Canada) sold 10,600 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $453K.
iShares Energy Storage & Materials ETF made up 0.04% of Guardian Capital (Canada)'s portfolio in Q2 2026, its #132 holding.
Guardian Capital (Canada) first reported a position in iShares Energy Storage & Materials ETF in Q3 2025 and has held it in 4 quarters since.
25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on Guardian Capital (Canada)'s 13F filing for Q2 2026, filed 14 Aug 2026.