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Steward Partners Investment Advisory’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Steward Partners Investment Advisory’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 		$2.58M Buy
+75,507
New +$2.5M 0.01% 762

Other funds holding IBAT

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
GCC
Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
FDCDDQ
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
AA
Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Steward Partners Investment Advisory's IBAT Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q1 2026: 75,507 shares worth $2.58M. The stake represents 0.01% of the portfolio and ranks #762 among its holdings.

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

  • Steward Partners Investment Advisory held 75,507 shares of iShares Energy Storage & Materials ETF worth $2.58M as of Q1 2026.
  • iShares Energy Storage & Materials ETF was a new Steward Partners Investment Advisory position in Q1 2026.
  • iShares Energy Storage & Materials ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #762 holding.
  • 20 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.