Annis Gardner Whiting Capital Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio IGE Stock Details IGE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-203	Closed	-$12.8K	–	772
2026 Q1	$12.8K	Hold	203	–	–	﹤0.01%	827
2025 Q4	$10.2K	Hold	203	–	–	﹤0.01%	775
2025 Q3	$9.96K	Hold	203	–	–	﹤0.01%	707
2025 Q2	$8.98K	Hold	203	–	–	﹤0.01%	746
2025 Q1	$9.23K	Hold	203	–	–	﹤0.01%	553
2024 Q4	$8.68K	Hold	203	–	–	﹤0.01%	549
2024 Q3	$8.95K	Hold	203	–	–	﹤0.01%	558
2024 Q2	$8.93K	Sell	203 -203	-50%	-$9.11K	﹤0.01%	700
2024 Q1	$18.3K	Hold	406	–	–	0.01%	570
2023 Q4	$16.5K	Hold	406	–	–	0.01%	425
2023 Q3	$17K	Buy	+406	New	+$16.7K	0.01%	412

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Annis Gardner Whiting Capital Advisors's IGE Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q2 2026, closing a stake of 203 shares — an estimated $12.8K sold.

Annis Gardner Whiting Capital Advisors first reported a position in IGE in Q3 2023 and held it in 11 quarters. The position peaked at $18.3K in Q1 2024. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining iShares North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 203 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $12.8K.
Annis Gardner Whiting Capital Advisors first reported a position in iShares North American Natural Resources ETF in Q3 2023 and held it in 11 quarters.
Annis Gardner Whiting Capital Advisors's iShares North American Natural Resources ETF position peaked at $18.3K in Q1 2024.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.