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 Q3	$1.58M	Buy	39,100 +600	+2%	+$24.2K	0.04%	132
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

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

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

Glassman Wealth Services Vienna, Virginia $837M AUM 14.91% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Guardian Capital (Canada)'s IBAT Position: Q3 2026 in Review

Guardian Capital (Canada) increased its iShares Energy Storage & Materials ETF (IBAT) stake by 1.6% in Q3 2026, buying an estimated $24.2K and bringing the position to 39,100 shares worth $1.58M. 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 5 quarters since. The position peaked at $1.73M in Q2 2026. 17 funds tracked by Wall St. Rank hold IBAT as of Q3 2026.

Guardian Capital (Canada) held 39,100 shares of iShares Energy Storage & Materials ETF worth $1.58M as of Q3 2026.
Guardian Capital (Canada) bought 600 iShares Energy Storage & Materials ETF shares in Q3 2026, an estimated $24.2K.
iShares Energy Storage & Materials ETF made up 0.04% of Guardian Capital (Canada)'s portfolio in Q3 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 5 quarters since.
Guardian Capital (Canada)'s iShares Energy Storage & Materials ETF position peaked at $1.73M in Q2 2026.
17 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q3 2026.

Based on Guardian Capital (Canada)'s 13F filing for Q3 2026, filed 13 Nov 2026.