Sax Wealth Advisors
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Sax Wealth Advisors’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Sax Wealth Advisors’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 		$375K Buy
+9,263
New +$373K 0.01% 517

Other funds holding IBAT

Midwest Financial Partners Investments
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4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Manchester Capital Management
Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return
Quaker Wealth Management
Quaker Wealth Management Moorestown, New Jersey $341M AUM 9.06% 1-Year Est. Return

Sax Wealth Advisors's IBAT Position: Q3 2026 in Review

Sax Wealth Advisors opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q3 2026: 9,263 shares worth $375K. The stake represents 0.01% of the portfolio and ranks #517 among its holdings.

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

  • Sax Wealth Advisors held 9,263 shares of iShares Energy Storage & Materials ETF worth $375K as of Q3 2026.
  • iShares Energy Storage & Materials ETF was a new Sax Wealth Advisors position in Q3 2026.
  • iShares Energy Storage & Materials ETF made up 0.01% of Sax Wealth Advisors's portfolio in Q3 2026, its #517 holding.
  • 7 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q3 2026.

Based on Sax Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.