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Quaker Wealth Management’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Quaker Wealth 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 		$676 Buy
+15
New +$641 ﹤0.01% 676

Other funds holding IBAT

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

Quaker Wealth Management's IBAT Position: Q2 2026 in Review

Quaker Wealth Management opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q2 2026: 15 shares worth $676. The stake represents ﹤0.01% of the portfolio and ranks #676 among its holdings.

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

  • Quaker Wealth Management held 15 shares of iShares Energy Storage & Materials ETF worth $676 as of Q2 2026.
  • iShares Energy Storage & Materials ETF was a new Quaker Wealth Management position in Q2 2026.
  • iShares Energy Storage & Materials ETF made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #676 holding.
  • 7 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.