N.E.W. Advisory Services’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

N.E.W. Advisory Services’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	$26.9K	Buy	+790	New	+$26.2K	﹤0.01%	457

Other funds holding IBAT

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

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

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

N.E.W. Advisory Services's IBAT Position: Q1 2026 in Review

N.E.W. Advisory Services opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q1 2026: 790 shares worth $26.9K. The stake represents ﹤0.01% of the portfolio and ranks #457 among its holdings.

20 funds tracked by Wall St. Rank hold IBAT as of Q1 2026.

N.E.W. Advisory Services held 790 shares of iShares Energy Storage & Materials ETF worth $26.9K as of Q1 2026.
iShares Energy Storage & Materials ETF was a new N.E.W. Advisory Services position in Q1 2026.
iShares Energy Storage & Materials ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q1 2026, its #457 holding.
20 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q1 2026.

Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.