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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
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

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
QWM
Quaker Wealth Management Moorestown, New Jersey $344M AUM 15.21% 1-Year Est. Return

LVW Advisors's IBAT Position: Q2 2026 in Review

LVW Advisors reduced its iShares Energy Storage & Materials ETF (IBAT) stake by 17% in Q2 2026, selling an estimated $56.2K and leaving 6,503 shares worth $293K. The position accounts for 0.03% of the portfolio, ranked #356.

LVW Advisors first reported a position in IBAT in Q1 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • LVW Advisors held 6,503 shares of iShares Energy Storage & Materials ETF worth $293K as of Q2 2026.
  • LVW Advisors sold 1,315 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $56.2K.
  • iShares Energy Storage & Materials ETF made up 0.03% of LVW Advisors's portfolio in Q2 2026, its #356 holding.
  • LVW Advisors first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and has held it in 2 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.