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Joel Greenblatt’s iShares North American Natural Resources ETF IGE Stock Holding History

Joel Greenblatt’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 		$341K Buy
6,070
+371
+7% +$22.5K ﹤0.01% 1610
2026
Q1 		$359K Sell
5,699
-1,594
-22% -$93.5K ﹤0.01% 1567
2025
Q4 		$366K Buy
7,293
+288
+4% +$14.1K ﹤0.01% 1517
2025
Q3 		$344K Buy
+7,005
New +$326K ﹤0.01% 1485

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

Joel Greenblatt's IGE Position: Q2 2026 in Review

Joel Greenblatt increased its iShares North American Natural Resources ETF (IGE) stake by 6.5% in Q2 2026, buying an estimated $22.5K and bringing the position to 6,070 shares worth $341K. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Joel Greenblatt first reported a position in IGE in Q3 2025 and has held it in 4 quarters since. The position peaked at $366K in Q4 2025. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Joel Greenblatt held 6,070 shares of iShares North American Natural Resources ETF worth $341K as of Q2 2026.
  • Joel Greenblatt bought 371 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $22.5K.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Joel Greenblatt's portfolio in Q2 2026, its #1610 holding.
  • Joel Greenblatt first reported a position in iShares North American Natural Resources ETF in Q3 2025 and has held it in 4 quarters since.
  • Joel Greenblatt's iShares North American Natural Resources ETF position peaked at $366K in Q4 2025.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Gotham Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.