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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
Q2 		$3.37M Sell
74,825
-682
-0.9% -$29.2K 0.02% 706
2026
Q1 		$2.58M Buy
+75,507
New +$2.5M 0.01% 762

Other funds holding IBAT

TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Jane Street
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
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Steward Partners Investment Advisory's IBAT Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its iShares Energy Storage & Materials ETF (IBAT) stake by 0.9% in Q2 2026, selling an estimated $29.2K and leaving 74,825 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #706.

Steward Partners Investment Advisory first reported a position in IBAT in Q1 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • Steward Partners Investment Advisory held 74,825 shares of iShares Energy Storage & Materials ETF worth $3.37M as of Q2 2026.
  • Steward Partners Investment Advisory sold 682 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $29.2K.
  • iShares Energy Storage & Materials ETF made up 0.02% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #706 holding.
  • Steward Partners Investment Advisory first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.