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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
Q2 		– Sell
-44
Closed -$1.5K – 4820
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

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
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
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $4.11B AUM 27.59% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

MAI Capital Management's IBAT Position: Q2 2026 in Review

MAI Capital Management sold out of iShares Energy Storage & Materials ETF (IBAT) in Q2 2026, closing a stake of 44 shares — an estimated $1.5K sold.

MAI Capital Management first reported a position in IBAT in Q1 2025 and held it in 5 quarters. The position peaked at $1.5K in Q1 2026. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • MAI Capital Management reported no remaining iShares Energy Storage & Materials ETF position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 44 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $1.5K.
  • MAI Capital Management first reported a position in iShares Energy Storage & Materials ETF in Q1 2025 and held it in 5 quarters.
  • MAI Capital Management's iShares Energy Storage & Materials ETF position peaked at $1.5K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.