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Laurel Wealth Advisors (North Carolina)’s iShares North American Natural Resources ETF IGE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-2,547
Closed -$128K – 406
2025
Q4 		$128K Buy
+2,547
New +$125K 0.02% 226
2025
Q2 		– Sell
-3,045
Closed -$138K – 415
2025
Q1 		$138K Buy
3,045
+1
+0% +$45 0.02% 204
2024
Q4 		$130K Sell
3,044
-159
-5% -$7.19K 0.02% 208
2024
Q3 		$141K Buy
3,203
+2
+0.1% +$88 0.02% 207
2024
Q2 		$141K Sell
3,201
-661
-17% -$29.7K 0.02% 203
2024
Q1 		$174K Sell
3,862
-271
-7% -$11.1K 0.03% 188
2023
Q4 		$168K Sell
4,133
-56
-1% -$2.27K 0.03% 180
2023
Q3 		$174K Hold
4,189
– – 0.04% 176
2023
Q2 		$163K Sell
4,189
-40
-0.9% -$1.55K 0.03% 184
2023
Q1 		$166K Buy
4,229
+10
+0.2% +$403 0.04% 185
2022
Q4 		$172K Buy
4,219
+11
+0.3% +$447 0.04% 171
2022
Q3 		$146K Buy
4,208
+15
+0.4% +$558 0.04% 180
2022
Q2 		$151K Buy
4,193
+12
+0.3% +$487 0.04% 176
2022
Q1 		$169K Buy
4,181
+11
+0.3% +$403 0.04% 180
2021
Q4 		$131K Buy
4,170
+32
+0.8% +$1.01K 0.03% 199
2021
Q3 		$122K Buy
4,138
+35
+0.9% +$1.01K 0.03% 199
2021
Q2 		$125K Buy
4,103
+21
+0.5% +$627 0.03% 197
2021
Q1 		$113K Buy
4,082
+211
+5% +$5.58K 0.03% 197
2020
Q4 		$90K Buy
3,871
+33
+0.9% +$719 0.02% 203
2020
Q3 		$76K Buy
3,838
+274
+8% +$5.96K 0.02% 201
2020
Q2 		$77K Sell
3,564
-89
-2% -$1.85K 0.03% 197
2020
Q1 		$61K Buy
3,653
+18
+0.5% +$446 0.02% 204
2019
Q4 		$109K Buy
3,635
+52
+1% +$1.52K 0.03% 176
2019
Q3 		$104K Sell
3,583
-40
-1% -$1.18K 0.04% 179
2019
Q2 		$111K Buy
3,623
+67
+2% +$2.05K 0.04% 169
2019
Q1 		$112K Sell
3,556
-300
-8% -$9.17K 0.04% 168
2018
Q4 		$105K Buy
+3,856
New +$121K 0.04% 156

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

Laurel Wealth Advisors (North Carolina)'s IGE Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares North American Natural Resources ETF (IGE) in Q1 2026, closing a stake of 2,547 shares — an estimated $128K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IGE in Q4 2018 and held it in 27 quarters. The position peaked at $174K in Q3 2023. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares North American Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 2,547 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $128K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares North American Natural Resources ETF in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares North American Natural Resources ETF position peaked at $174K in Q3 2023.
  • 173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.