Jones Financial Companies’s iShares North American Natural Resources ETF IGE Stock Holding History

Jones Financial Companies’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	$517K	Sell	9,059 -165	-2%	-$9.99K	﹤0.01%	2204
2026 Q1	$581K	Sell	9,224 -2,285	-20%	-$134K	﹤0.01%	1965
2025 Q4	$578K	Buy	11,509 +1,448	+14%	+$71K	﹤0.01%	1452
2025 Q3	$499K	Sell	10,061 -1,792	-15%	-$83.3K	﹤0.01%	1398
2025 Q2	$524K	Buy	11,853 +10,399	+715%	+$446K	﹤0.01%	1257
2025 Q1	$65.6K	Buy	1,454 +555	+62%	+$24.7K	﹤0.01%	1950
2024 Q4	$38.4K	Buy	899 +859	+2,148%	+$38.9K	﹤0.01%	1982
2024 Q3	$1.76K	Hold	40	–	–	﹤0.01%	2698
2024 Q2	$1.76K	Buy	+40	New	+$1.79K	﹤0.01%	2186
2013 Q3	–	Sell	-596	Closed	-$23K	–	772
2013 Q2	$23K	Buy	+596	New	+$23.5K	﹤0.01%	440

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies's IGE Position: Q2 2026 in Review

Jones Financial Companies reduced its iShares North American Natural Resources ETF (IGE) stake by 1.8% in Q2 2026, selling an estimated $9.99K and leaving 9,059 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #2204.

Jones Financial Companies first reported a position in IGE in Q2 2013 and has held it in 10 quarters since. The position peaked at $581K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Jones Financial Companies held 9,059 shares of iShares North American Natural Resources ETF worth $517K as of Q2 2026.
Jones Financial Companies sold 165 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $9.99K.
iShares North American Natural Resources ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2204 holding.
Jones Financial Companies first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 10 quarters since.
Jones Financial Companies's iShares North American Natural Resources ETF position peaked at $581K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.