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Midwest Financial Partners Investments’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Midwest Financial Partners Investments’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 		$2.55M Buy
56,621
+1,596
+3% +$68.2K 1.06% 22
2026
Q1 		$1.88M Buy
55,025
+2,048
+4% +$67.8K 1% 24
2025
Q4 		$1.52M Buy
+52,977
New +$1.59M 0.84% 26

Other funds holding IBAT

LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
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

Midwest Financial Partners Investments's IBAT Position: Q2 2026 in Review

Midwest Financial Partners Investments increased its iShares Energy Storage & Materials ETF (IBAT) stake by 2.9% in Q2 2026, buying an estimated $68.2K and bringing the position to 56,621 shares worth $2.55M. The position accounts for 1.06% of the portfolio, ranked #22.

Midwest Financial Partners Investments first reported a position in IBAT in Q4 2025 and has held it in 3 quarters since. 7 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • Midwest Financial Partners Investments held 56,621 shares of iShares Energy Storage & Materials ETF worth $2.55M as of Q2 2026.
  • Midwest Financial Partners Investments bought 1,596 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $68.2K.
  • iShares Energy Storage & Materials ETF made up 1.06% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #22 holding.
  • Midwest Financial Partners Investments first reported a position in iShares Energy Storage & Materials ETF in Q4 2025 and has held it in 3 quarters since.
  • 7 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.