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MAI Capital Management’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

MAI Capital Management’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 		$1.5K Hold
44
– – ﹤0.01% 4035
2025
Q4 		$1.26K Hold
44
– – ﹤0.01% 3555
2025
Q3 		$1.24K Hold
44
– – ﹤0.01% 3444
2025
Q2 		$969 Hold
44
– – ﹤0.01% 3630
2025
Q1 		$933 Buy
+44
New +$979 ﹤0.01% 3151

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
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
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

MAI Capital Management's IBAT Position: Q1 2026 in Review

MAI Capital Management held its iShares Energy Storage & Materials ETF (IBAT) position steady in Q1 2026 at 44 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4035.

MAI Capital Management first reported a position in IBAT in Q1 2025 and has held it in 5 quarters since. 20 funds tracked by Wall St. Rank hold IBAT as of Q1 2026.

  • MAI Capital Management held 44 shares of iShares Energy Storage & Materials ETF worth $1.5K as of Q1 2026.
  • MAI Capital Management left its iShares Energy Storage & Materials ETF share count unchanged in Q1 2026.
  • iShares Energy Storage & Materials ETF made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #4035 holding.
  • MAI Capital Management first reported a position in iShares Energy Storage & Materials ETF in Q1 2025 and has held it in 5 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.