Dumont & Blake Investment Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Dumont & Blake Investment 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
2024 Q1	–	Sell	-8,186	Closed	-$333K	–	200
2023 Q4	$333K	Sell	8,186 -3,528	-30%	-$143K	0.1%	149
2023 Q3	$487K	Sell	11,714 -696	-6%	-$28.7K	0.16%	127
2023 Q2	$482K	Buy	12,410 +1	+0%	+$39	0.16%	132
2023 Q1	$486K	Buy	12,409 +2	+0%	+$81	0.16%	130
2022 Q4	$504K	Buy	12,407 +175	+1%	+$7.11K	0.18%	124
2022 Q3	$425K	Hold	12,232	–	–	0.16%	133
2022 Q2	$440K	Buy	12,232 +309	+3%	+$12.5K	0.14%	137
2022 Q1	$482K	Buy	+11,923	New	+$437K	0.13%	146

Other funds holding IGE

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Dumont & Blake Investment Advisors's IGE Position: Q1 2024 in Review

Dumont & Blake Investment Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q1 2024, closing a stake of 8,186 shares — an estimated $333K sold.

Dumont & Blake Investment Advisors first reported a position in IGE in Q1 2022 and held it in 8 quarters. The position peaked at $504K in Q4 2022. 142 funds tracked by Wall St. Rank hold IGE as of Q1 2024.

Dumont & Blake Investment Advisors reported no remaining iShares North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
Dumont & Blake Investment Advisors sold 8,186 iShares North American Natural Resources ETF shares in Q1 2024, an estimated $333K.
Dumont & Blake Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 8 quarters.
Dumont & Blake Investment Advisors's iShares North American Natural Resources ETF position peaked at $504K in Q4 2022.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2024.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2024, filed 17 Apr 2024.