Bellevue Asset Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Bellevue Asset Management’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	$15.5K	Buy	275 +2	+0.7%	+$121	0.01%	266
2026 Q1	$17.2K	Buy	273 +1	+0.4%	+$59	0.01%	249
2025 Q4	$13.7K	Buy	272 +2	+0.7%	+$98	﹤0.01%	265
2025 Q3	$13.3K	Buy	270 +1	+0.4%	+$46	0.01%	265
2025 Q2	$11.9K	Buy	269 +2	+0.7%	+$86	0.01%	272
2025 Q1	$12.2K	Buy	267 +1	+0.4%	+$45	0.01%	262
2024 Q4	$11.4K	Buy	+266	New	+$12K	0.01%	271

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

Bellevue Asset Management's IGE Position: Q2 2026 in Review

Bellevue Asset Management increased its iShares North American Natural Resources ETF (IGE) stake by 0.73% in Q2 2026, buying an estimated $121 and bringing the position to 275 shares worth $15.5K. The position accounts for 0.01% of the portfolio, ranked #266.

Bellevue Asset Management first reported a position in IGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $17.2K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Bellevue Asset Management held 275 shares of iShares North American Natural Resources ETF worth $15.5K as of Q2 2026.
Bellevue Asset Management bought 2 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $121.
iShares North American Natural Resources ETF made up 0.01% of Bellevue Asset Management's portfolio in Q2 2026, its #266 holding.
Bellevue Asset Management first reported a position in iShares North American Natural Resources ETF in Q4 2024 and has held it in 7 quarters since.
Bellevue Asset Management's iShares North American Natural Resources ETF position peaked at $17.2K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Bellevue Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.