Raymond James Financial’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Raymond James Financial’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 Q3	$1.75M	Buy	+43,242	New	+$1.74M	﹤0.01%	3608

Other funds holding IBAT

Midwest Financial Partners Investments St. Cloud, Minnesota $260M AUM 10.89% 1-Year Est. Return

Guardian Capital (Canada) Toronto, Ontario, Canada $4.2B AUM 18.67% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $23.4B AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Glassman Wealth Services Vienna, Virginia $837M AUM 14.91% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

NEWAS

N.E.W. Advisory Services De Pere, Wisconsin $1.51B AUM 12.1% 1-Year Est. Return

Raymond James Financial's IBAT Position: Q3 2026 in Review

Raymond James Financial opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q3 2026: 43,242 shares worth $1.75M. The stake represents ﹤0.01% of the portfolio and ranks #3608 among its holdings.

17 funds tracked by Wall St. Rank hold IBAT as of Q3 2026.

Raymond James Financial held 43,242 shares of iShares Energy Storage & Materials ETF worth $1.75M as of Q3 2026.
iShares Energy Storage & Materials ETF was a new Raymond James Financial position in Q3 2026.
iShares Energy Storage & Materials ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q3 2026, its #3608 holding.
17 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q3 2026.

Based on Raymond James Financial's 13F filing for Q3 2026, filed 12 Nov 2026.