LVW Advisors’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

LVW Advisors’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	$205K	Sell	5,064 -1,439	-22%	-$58K	0.02%	447
2026 Q2	$293K	Sell	6,503 -1,315	-17%	-$56.2K	0.03%	356
2026 Q1	$267K	Buy	+7,818	New	+$259K	0.03%	356

Other funds holding IBAT

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 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

NEWAS

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

LVW Advisors's IBAT Position: Q3 2026 in Review

LVW Advisors reduced its iShares Energy Storage & Materials ETF (IBAT) stake by 22% in Q3 2026, selling an estimated $58K and leaving 5,064 shares worth $205K. The position accounts for 0.02% of the portfolio, ranked #447.

LVW Advisors first reported a position in IBAT in Q1 2026 and has held it in 3 quarters since. The position peaked at $293K in Q2 2026. 8 funds tracked by Wall St. Rank hold IBAT as of Q3 2026.

LVW Advisors held 5,064 shares of iShares Energy Storage & Materials ETF worth $205K as of Q3 2026.
LVW Advisors sold 1,439 iShares Energy Storage & Materials ETF shares in Q3 2026, an estimated $58K.
iShares Energy Storage & Materials ETF made up 0.02% of LVW Advisors's portfolio in Q3 2026, its #447 holding.
LVW Advisors first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and has held it in 3 quarters since.
LVW Advisors's iShares Energy Storage & Materials ETF position peaked at $293K in Q2 2026.
8 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.