Janney Montgomery Scott
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Janney Montgomery Scott’s iShares North American Natural Resources ETF IGE Stock Holding History

Janney Montgomery Scott’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 		$583K Buy
9,266
+171
+2% +$10K ﹤0.01% 1950
2025
Q4 		$457K Sell
9,095
-100
-1% -$4.9K ﹤0.01% 2259
2025
Q3 		$451K Sell
9,195
-488
-5% -$22.7K ﹤0.01% 2214
2025
Q2 		$428K Hold
9,683
– – ﹤0.01% 2116
2025
Q1 		$440K Sell
9,683
-150
-2% -$6.69K ﹤0.01% 2077
2024
Q4 		$420K Hold
9,833
– – ﹤0.01% 2097
2024
Q3 		$433K Sell
9,833
-110
-1% -$4.85K ﹤0.01% 2071
2024
Q2 		$437K Hold
9,943
– – ﹤0.01% 1989
2024
Q1 		$447K Buy
9,943
+350
+4% +$14.4K ﹤0.01% 2088
2023
Q4 		$391K Hold
9,593
– – ﹤0.01% 2066
2023
Q3 		$399K Sell
9,593
-129
-1% -$5.32K ﹤0.01% 1942
2023
Q2 		$377K Sell
9,722
-184
-2% -$7.11K ﹤0.01% 2070
2023
Q1 		$388K Sell
9,906
-2,883
-23% -$116K ﹤0.01% 1890
2022
Q4 		$520K Buy
12,789
+315
+3% +$12.8K ﹤0.01% 1748
2022
Q3 		$434K Sell
12,474
-1,061
-8% -$39.5K ﹤0.01% 1788
2022
Q2 		$512K Sell
13,535
-3,660
-21% -$149K ﹤0.01% 1609
2022
Q1 		$696K Buy
17,195
+9,700
+129% +$355K ﹤0.01% 1443
2021
Q4 		$236K Sell
7,495
-2,380
-24% -$75.1K ﹤0.01% 2152
2021
Q3 		$290K Hold
9,875
– – ﹤0.01% 1982
2021
Q2 		$300K Buy
9,875
+40
+0.4% +$1.2K ﹤0.01% 1916
2021
Q1 		$271K Sell
9,835
-1,765
-15% -$46.7K ﹤0.01% 1906
2020
Q4 		$270K Sell
11,600
-77
-0.7% -$1.68K ﹤0.01% 1944
2020
Q3 		$231K Buy
11,677
+1,780
+18% +$38.7K ﹤0.01% 1836
2020
Q2 		$215K Buy
+9,897
New +$206K ﹤0.01% 1800
2020
Q1 		– Sell
-7,517
Closed -$226K – 1982
2019
Q4 		$226K Hold
7,517
– – ﹤0.01% 1858
2019
Q3 		$219K Buy
7,517
+915
+14% +$26.9K ﹤0.01% 1847
2019
Q2 		$203K Hold
6,602
– – ﹤0.01% 1898
2019
Q1 		$207K Buy
+6,602
New +$202K ﹤0.01% 1849
2015
Q1 		– Sell
-18,287
Closed -$701K – 2415
2014
Q4 		$701K Buy
+18,287
New +$741K 0.01% 1062
2013
Q4 		– Sell
-6,109
Closed -$253K – 2028
2013
Q3 		$253K Buy
+6,109
New +$249K 0.01% 1462

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
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

Janney Montgomery Scott's IGE Position: Q1 2026 in Review

Janney Montgomery Scott increased its iShares North American Natural Resources ETF (IGE) stake by 1.9% in Q1 2026, buying an estimated $10K and bringing the position to 9,266 shares worth $583K. The position accounts for ﹤0.01% of the portfolio, ranked #1950.

Janney Montgomery Scott first reported a position in IGE in Q3 2013 and has held it in 30 quarters since. The position peaked at $701K in Q4 2014. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Janney Montgomery Scott held 9,266 shares of iShares North American Natural Resources ETF worth $583K as of Q1 2026.
  • Janney Montgomery Scott bought 171 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $10K.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1950 holding.
  • Janney Montgomery Scott first reported a position in iShares North American Natural Resources ETF in Q3 2013 and has held it in 30 quarters since.
  • Janney Montgomery Scott's iShares North American Natural Resources ETF position peaked at $701K in Q4 2014.
  • 173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.