Kestra Advisory Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Kestra Advisory Services’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	$710K	Sell	12,631 -4,783	-27%	-$290K	﹤0.01%	2061
2026 Q1	$1.1M	Sell	17,414 -551	-3%	-$32.3K	﹤0.01%	1662
2025 Q4	$902K	Sell	17,965 -2,696	-13%	-$132K	﹤0.01%	1734
2025 Q3	$1.01M	Sell	20,661 -770	-4%	-$35.8K	﹤0.01%	1581
2025 Q2	$948K	Sell	21,431 -749	-3%	-$32.1K	﹤0.01%	1513
2025 Q1	$1.01M	Sell	22,180 -1,368	-6%	-$61K	﹤0.01%	1389
2024 Q4	$1.01M	Sell	23,548 -609	-3%	-$27.5K	0.01%	1417
2024 Q3	$1.06M	Sell	24,157 -785	-3%	-$34.6K	0.01%	1291
2024 Q2	$1.1M	Sell	24,942 -466	-2%	-$20.9K	0.01%	1264
2024 Q1	$1.14M	Sell	25,408 -3,248	-11%	-$133K	0.01%	1160
2023 Q4	$1.17M	Buy	28,656 +962	+3%	+$38.9K	0.01%	1045
2023 Q3	$1.15M	Sell	27,694 -832	-3%	-$34.3K	0.01%	933
2023 Q2	$1.11M	Sell	28,526 -16,383	-36%	-$633K	0.01%	938
2023 Q1	$1.76M	Buy	44,909 +1,709	+4%	+$68.9K	0.02%	699
2022 Q4	$1.76M	Buy	43,200 +6,123	+17%	+$249K	0.02%	806
2022 Q3	$1.29M	Buy	37,077 +684	+2%	+$25.5K	0.01%	852
2022 Q2	$1.31M	Buy	36,393 +704	+2%	+$28.6K	0.01%	846
2022 Q1	$1.44M	Buy	35,689 +1,430	+4%	+$52.4K	0.02%	799
2021 Q4	$1.08M	Sell	34,259 -843	-2%	-$26.6K	0.01%	947
2021 Q3	$1.03M	Buy	35,102 +370	+1%	+$10.6K	0.01%	998
2021 Q2	$1.06M	Buy	34,732 +620	+2%	+$18.5K	0.01%	912
2021 Q1	$940K	Sell	34,112 -841	-2%	-$22.3K	0.01%	898
2020 Q4	$821K	Sell	34,953 -1,998	-5%	-$43.5K	0.01%	956
2020 Q3	$732K	Buy	+36,951	New	+$804K	0.01%	720

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

Kestra Advisory Services's IGE Position: Q2 2026 in Review

Kestra Advisory Services reduced its iShares North American Natural Resources ETF (IGE) stake by 27% in Q2 2026, selling an estimated $290K and leaving 12,631 shares worth $710K. The position accounts for ﹤0.01% of the portfolio, ranked #2061.

Kestra Advisory Services first reported a position in IGE in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.76M in Q1 2023. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Kestra Advisory Services held 12,631 shares of iShares North American Natural Resources ETF worth $710K as of Q2 2026.
Kestra Advisory Services sold 4,783 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $290K.
iShares North American Natural Resources ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2061 holding.
Kestra Advisory Services first reported a position in iShares North American Natural Resources ETF in Q3 2020 and has held it in 24 quarters since.
Kestra Advisory Services's iShares North American Natural Resources ETF position peaked at $1.76M in Q1 2023.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.