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Key Financial Inc’s iShares North American Natural Resources ETF IGE Stock Holding History

Key Financial Inc’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 		$12.7K Hold
202
– – ﹤0.01% 825
2025
Q4 		$10.1K Hold
202
– – ﹤0.01% 884
2025
Q3 		$9.92K Hold
202
– – ﹤0.01% 883
2025
Q2 		$8.94K Hold
202
– – ﹤0.01% 880
2025
Q1 		$9.19K Hold
202
– – ﹤0.01% 836
2024
Q4 		$8.63K Hold
202
– – ﹤0.01% 844
2024
Q3 		$8.9K Hold
202
– – ﹤0.01% 830
2024
Q2 		$8.89K Hold
202
– – ﹤0.01% 809
2024
Q1 		$9.09K Hold
202
– – ﹤0.01% 787
2023
Q4 		$8.22K Hold
202
– – ﹤0.01% 794
2023
Q3 		$8.4K Hold
202
– – ﹤0.01% 763
2023
Q2 		$7.84K Hold
202
– – ﹤0.01% 791
2023
Q1 		$7.91K Hold
202
– – ﹤0.01% 724
2022
Q4 		$7.02K Hold
202
– – ﹤0.01% 714
2022
Q3 		$7K Hold
202
– – ﹤0.01% 719
2022
Q2 		$7K Hold
202
– – ﹤0.01% 718
2022
Q1 		$8K Hold
202
– – ﹤0.01% 689
2021
Q4 		$6K Sell
202
-140
-41% -$4.42K ﹤0.01% 680
2021
Q3 		$10K Hold
342
– – 0.01% 576
2021
Q2 		$10K Hold
342
– – 0.01% 569
2021
Q1 		$9K Sell
342
-481
-58% -$12.7K 0.01% 501
2020
Q4 		$19K Buy
+823
New +$17.9K 0.01% 381
2020
Q2 		– Sell
-928
Closed -$15K – 345
2020
Q1 		$15K Buy
+928
New +$23K 0.02% 357

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

Key Financial Inc's IGE Position: Q1 2026 in Review

Key Financial Inc held its iShares North American Natural Resources ETF (IGE) position steady in Q1 2026 at 202 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Key Financial Inc first reported a position in IGE in Q1 2020 and has held it in 23 quarters since. The position peaked at $19K in Q4 2020. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Key Financial Inc held 202 shares of iShares North American Natural Resources ETF worth $12.7K as of Q1 2026.
  • Key Financial Inc left its iShares North American Natural Resources ETF share count unchanged in Q1 2026.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #825 holding.
  • Key Financial Inc first reported a position in iShares North American Natural Resources ETF in Q1 2020 and has held it in 23 quarters since.
  • Key Financial Inc's iShares North American Natural Resources ETF position peaked at $19K in Q4 2020.
  • 173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.