Osaic Holdings’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Osaic Holdings’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	$11.1K	Buy	+247	New	+$10.6K	﹤0.01%	6554

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 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 Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Osaic Holdings's IBAT Position: Q2 2026 in Review

Osaic Holdings opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q2 2026: 247 shares worth $11.1K. The stake represents ﹤0.01% of the portfolio and ranks #6554 among its holdings.

25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

Osaic Holdings held 247 shares of iShares Energy Storage & Materials ETF worth $11.1K as of Q2 2026.
iShares Energy Storage & Materials ETF was a new Osaic Holdings position in Q2 2026.
iShares Energy Storage & Materials ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6554 holding.
25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.