Blue Bell Private Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Blue Bell Private Wealth 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
2025 Q2	–	Sell	-132	Closed	-$6K	–	743
2025 Q1	$6K	Hold	132	–	–	﹤0.01%	560
2024 Q4	$5.64K	Hold	132	–	–	﹤0.01%	541
2024 Q3	$5.82K	Hold	132	–	–	﹤0.01%	561
2024 Q2	$5.81K	Hold	132	–	–	﹤0.01%	564
2024 Q1	$5.94K	Hold	132	–	–	﹤0.01%	559
2023 Q4	$5.38K	Hold	132	–	–	﹤0.01%	559
2023 Q3	$5.49K	Hold	132	–	–	﹤0.01%	491
2023 Q2	$5.12K	Hold	132	–	–	﹤0.01%	499
2023 Q1	$5.17K	Hold	132	–	–	﹤0.01%	457
2022 Q4	$5.37K	Hold	132	–	–	﹤0.01%	453
2022 Q3	$5K	Sell	132 -100	-43%	-$3.72K	﹤0.01%	466
2022 Q2	$8K	Hold	232	–	–	﹤0.01%	420
2022 Q1	$9K	Buy	232 +100	+76%	+$3.66K	﹤0.01%	432
2021 Q4	$4K	Hold	132	–	–	﹤0.01%	566
2021 Q3	$4K	Hold	132	–	–	﹤0.01%	156
2021 Q2	$4K	Hold	132	–	–	﹤0.01%	163
2021 Q1	$4K	Hold	132	–	–	﹤0.01%	155
2020 Q4	$0	Hold	132	–	–	﹤0.01%	154
2020 Q3	$3K	Hold	132	–	–	﹤0.01%	155
2020 Q2	$0	Hold	132	–	–	﹤0.01%	189
2020 Q1	$2K	Hold	132	–	–	﹤0.01%	189
2019 Q4	$4K	Hold	132	–	–	﹤0.01%	177
2019 Q3	$4K	Hold	132	–	–	﹤0.01%	180
2019 Q2	$4K	Hold	132	–	–	﹤0.01%	182
2019 Q1	$4K	Hold	132	–	–	﹤0.01%	178
2018 Q4	$4K	Hold	132	–	–	﹤0.01%	185
2018 Q3	$5K	Hold	132	–	–	﹤0.01%	190
2018 Q2	$5K	Hold	132	–	–	﹤0.01%	185
2018 Q1	$4K	Hold	132	–	–	﹤0.01%	198
2017 Q4	$4K	Hold	132	–	–	﹤0.01%	202
2017 Q3	$4K	Hold	132	–	–	﹤0.01%	209
2017 Q2	$4K	Hold	132	–	–	﹤0.01%	215
2017 Q1	$5K	Hold	132	–	–	﹤0.01%	210
2016 Q4	$5K	Hold	132	–	–	﹤0.01%	227
2016 Q3	$5K	Sell	132 -900	-87%	-$30.3K	﹤0.01%	387
2016 Q2	$35K	Hold	1,032	–	–	0.02%	240
2016 Q1	$31K	Sell	1,032 -300	-23%	-$8.15K	0.02%	255
2015 Q4	$37K	Hold	1,332	–	–	0.03%	242
2015 Q3	$39K	Sell	1,332 -300	-18%	-$9.66K	0.03%	240
2015 Q2	$59K	Sell	1,632 -200	-11%	-$7.74K	0.04%	199
2015 Q1	$68K	Hold	1,832	–	–	0.04%	184
2014 Q4	$70K	Hold	1,832	–	–	0.04%	190
2014 Q3	$82K	Hold	1,832	–	–	0.05%	179
2014 Q2	$92K	Buy	1,832 +1,700	+1,288%	+$79.6K	0.06%	160
2014 Q1	$6K	Hold	132	–	–	﹤0.01%	353
2013 Q4	$6K	Buy	+132	New	+$5.63K	﹤0.01%	371

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CNC

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Blue Bell Private Wealth Management's IGE Position: Q2 2025 in Review

Blue Bell Private Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2025, closing a stake of 132 shares — an estimated $6K sold.

Blue Bell Private Wealth Management first reported a position in IGE in Q4 2013 and held it in 46 quarters. The position peaked at $92K in Q2 2014. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

Blue Bell Private Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
Blue Bell Private Wealth Management sold 132 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $6K.
Blue Bell Private Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 46 quarters.
Blue Bell Private Wealth Management's iShares North American Natural Resources ETF position peaked at $92K in Q2 2014.
140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2025, filed 11 Aug 2025.