Harbour Investments’s iShares North American Natural Resources ETF IGE Stock Holding History

Harbour Investments’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 Q1	$435K	Buy	6,913 +6,783	+5,218%	+$398K	0.01%	1118
2025 Q4	$6.53K	Sell	130 -722	-85%	-$35.4K	﹤0.01%	2921
2025 Q3	$41.8K	Hold	852	–	–	﹤0.01%	1987
2025 Q2	$37.7K	Hold	852	–	–	﹤0.01%	1951
2025 Q1	$38.7K	Hold	852	–	–	﹤0.01%	1899
2024 Q4	$36.4K	Hold	852	–	–	﹤0.01%	1868
2024 Q3	$37.5K	Hold	852	–	–	﹤0.01%	1799
2024 Q2	$37.5K	Buy	852 +96	+13%	+$4.31K	﹤0.01%	1689
2024 Q1	$34K	Buy	756 +34	+5%	+$1.4K	﹤0.01%	1714
2023 Q4	$29.4K	Hold	722	–	–	﹤0.01%	1695
2023 Q3	$30K	Hold	722	–	–	﹤0.01%	1573
2023 Q2	$28K	Sell	722 -11	-2%	-$425	﹤0.01%	1620
2023 Q1	$28.7K	Buy	733 +722	+6,564%	+$29.1K	﹤0.01%	1584
2022 Q4	$447	Buy	+11	New	+$447	﹤0.01%	2807
2021 Q4	–	Sell	-9,353	Closed	-$275K	–	3134
2021 Q3	$275K	Buy	9,353 +721	+8%	+$20.7K	0.01%	868
2021 Q2	$263K	Sell	8,632 -389	-4%	-$11.6K	0.01%	918
2021 Q1	$249K	Buy	+9,021	New	+$239K	0.01%	878

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

CNC

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

WAP

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Harbour Investments's IGE Position: Q1 2026 in Review

Harbour Investments increased its iShares North American Natural Resources ETF (IGE) stake by 5,218% in Q1 2026, buying an estimated $398K and bringing the position to 6,913 shares worth $435K. The position accounts for 0.01% of the portfolio, ranked #1118.

Harbour Investments first reported a position in IGE in Q1 2021 and has held it in 17 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Harbour Investments held 6,913 shares of iShares North American Natural Resources ETF worth $435K as of Q1 2026.
Harbour Investments bought 6,783 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $398K.
iShares North American Natural Resources ETF made up 0.01% of Harbour Investments's portfolio in Q1 2026, its #1118 holding.
Harbour Investments first reported a position in iShares North American Natural Resources ETF in Q1 2021 and has held it in 17 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.