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Catherine Avery Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Catherine Avery Investment 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 		$14.3K Buy
+254
New +$15.4K 0.01% 109

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Catherine Avery Investment Management's IGE Position: Q2 2026 in Review

Catherine Avery Investment Management opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 254 shares worth $14.3K. The stake represents 0.01% of the portfolio and ranks #109 among its holdings.

171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Catherine Avery Investment Management held 254 shares of iShares North American Natural Resources ETF worth $14.3K as of Q2 2026.
  • iShares North American Natural Resources ETF was a new Catherine Avery Investment Management position in Q2 2026.
  • iShares North American Natural Resources ETF made up 0.01% of Catherine Avery Investment Management's portfolio in Q2 2026, its #109 holding.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Catherine Avery Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.