BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	–	Sell	-200	Closed	-$6.82K	–	2579
2026 Q1	$6.82K	Buy	+200	New	+$6.62K	﹤0.01%	1717

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BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s IBAT Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of iShares Energy Storage & Materials ETF (IBAT) in Q2 2026, closing a stake of 200 shares — an estimated $6.82K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in IBAT in Q1 2026 and held it in 1 quarter. The position peaked at $6.82K in Q1 2026. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining iShares Energy Storage & Materials ETF position as of Q2 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 200 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $6.82K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and held it in 1 quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s iShares Energy Storage & Materials ETF position peaked at $6.82K in Q1 2026.
25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.