Kesler Norman & Wride’s iShares North American Natural Resources ETF IGE Stock Holding History

Kesler Norman & Wride’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	$616K	Buy	10,967 +16	+0.1%	+$969	0.1%	188
2026 Q1	$689K	Buy	+10,951	New	+$642K	0.12%	165
2025 Q4	–	Sell	-5,041	Closed	-$215K	–	248
2025 Q3	$215K	Buy	+5,041	New	+$234K	0.04%	215
2025 Q1	–	Sell	-5,041	Closed	-$215K	–	214
2024 Q4	$215K	Sell	5,041 -49	-1%	-$2.22K	0.05%	210
2024 Q3	$224K	Sell	5,090 -4,899	-49%	-$216K	0.04%	217
2024 Q2	$440K	Sell	9,989 -1,097	-10%	-$49.2K	0.09%	140
2024 Q1	$499K	Sell	11,086 -5,798	-34%	-$238K	0.11%	129
2023 Q4	$688K	Sell	16,884 -1,483	-8%	-$60K	0.16%	122
2023 Q3	$764K	Sell	18,367 -4,367	-19%	-$180K	0.19%	117
2023 Q2	$883K	Sell	22,734 -7,520	-25%	-$291K	0.21%	103
2023 Q1	$1.19M	Sell	30,254 -7,056	-19%	-$285K	0.3%	94
2022 Q4	$1.52M	Sell	37,310 -15,698	-30%	-$637K	0.39%	84
2022 Q3	$1.84M	Sell	53,008 -40,439	-43%	-$1.51M	0.51%	66
2022 Q2	$3.36M	Sell	93,447 -73,208	-44%	-$2.97M	0.93%	41
2022 Q1	$6.74M	Buy	166,655 +118,662	+247%	+$4.35M	1.5%	23
2021 Q4	$1.51M	Sell	47,993 -5,154	-10%	-$163K	0.32%	75
2021 Q3	$1.56M	Sell	53,147 -86,722	-62%	-$2.49M	0.37%	75
2021 Q2	$4.03M	Buy	139,869 +71,260	+104%	+$2.13M	0.93%	46
2021 Q1	$1.89M	Sell	68,609 -335	-0.5%	-$8.87K	0.47%	66
2020 Q4	$1.61M	Buy	+68,944	New	+$1.5M	0.45%	68

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

Kesler Norman & Wride's IGE Position: Q2 2026 in Review

Kesler Norman & Wride increased its iShares North American Natural Resources ETF (IGE) stake by 0.15% in Q2 2026, buying an estimated $969 and bringing the position to 10,967 shares worth $616K. The position accounts for 0.1% of the portfolio, ranked #188.

Kesler Norman & Wride first reported a position in IGE in Q4 2020 and has held it in 20 quarters since. The position peaked at $6.74M in Q1 2022. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Kesler Norman & Wride held 10,967 shares of iShares North American Natural Resources ETF worth $616K as of Q2 2026.
Kesler Norman & Wride bought 16 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $969.
iShares North American Natural Resources ETF made up 0.1% of Kesler Norman & Wride's portfolio in Q2 2026, its #188 holding.
Kesler Norman & Wride first reported a position in iShares North American Natural Resources ETF in Q4 2020 and has held it in 20 quarters since.
Kesler Norman & Wride's iShares North American Natural Resources ETF position peaked at $6.74M in Q1 2022.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Kesler Norman & Wride's 13F filing for Q2 2026, filed 23 Jul 2026.