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Leavell Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Leavell Investment Management’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 		$1.39M Buy
24,830
+6,460
+35% +$391K 0.05% 275
2026
Q1 		$1.16M Buy
18,370
+1,925
+12% +$113K 0.05% 286
2025
Q4 		$826K Buy
16,445
+479
+3% +$23.5K 0.03% 322
2025
Q3 		$783K Buy
15,966
+1,193
+8% +$55.4K 0.03% 335
2025
Q2 		$654K Sell
14,773
-346
-2% -$14.8K 0.03% 360
2025
Q1 		$687K Buy
15,119
+2,752
+22% +$123K 0.03% 331
2024
Q4 		$528K Buy
12,367
+1,280
+12% +$57.9K 0.03% 365
2024
Q3 		$489K Buy
11,087
+88
+0.8% +$3.88K 0.02% 385
2024
Q2 		$484K Buy
10,999
+367
+3% +$16.5K 0.03% 362
2024
Q1 		$478K Sell
10,632
-1,966
-16% -$80.7K 0.03% 356
2023
Q4 		$513K Sell
12,598
-1,531
-11% -$62K 0.03% 326
2023
Q3 		$592K Buy
14,129
+584
+4% +$24.1K 0.04% 313
2023
Q2 		$526K Buy
13,545
+2,250
+20% +$87K 0.04% 325
2023
Q1 		$442K Buy
11,295
+4,334
+62% +$175K 0.03% 336
2022
Q4 		$283K Buy
+6,961
New +$283K 0.02% 381
2015
Q3 		– Sell
-40,301
Closed -$1.46M – 380
2015
Q2 		$1.46M Sell
40,301
-7,199
-15% -$279K 0.23% 131
2015
Q1 		$1.78M Sell
47,500
-2,943
-6% -$111K 0.27% 115
2014
Q4 		$1.93M Sell
50,443
-27,113
-35% -$1.1M 0.3% 106
2014
Q3 		$3.47M Buy
77,556
+10,031
+15% +$483K 0.55% 48
2014
Q2 		$3.37M Sell
67,525
-69
-0.1% -$3.23K 0.53% 48
2014
Q1 		$3M Sell
67,594
-2,275
-3% -$97.5K 0.5% 58
2013
Q4 		$3.03M Sell
69,869
-1,477
-2% -$63K 0.51% 58
2013
Q3 		$2.96M Sell
71,346
-7,763
-10% -$317K 0.53% 53
2013
Q2 		$3.03M Buy
+79,109
New +$3.12M 0.56% 43

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Leavell Investment Management's IGE Position: Q2 2026 in Review

Leavell Investment Management increased its iShares North American Natural Resources ETF (IGE) stake by 35% in Q2 2026, buying an estimated $391K and bringing the position to 24,830 shares worth $1.39M. The position accounts for 0.05% of the portfolio, ranked #275.

Leavell Investment Management first reported a position in IGE in Q2 2013 and has held it in 24 quarters since. The position peaked at $3.47M in Q3 2014. 170 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Leavell Investment Management held 24,830 shares of iShares North American Natural Resources ETF worth $1.39M as of Q2 2026.
  • Leavell Investment Management bought 6,460 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $391K.
  • iShares North American Natural Resources ETF made up 0.05% of Leavell Investment Management's portfolio in Q2 2026, its #275 holding.
  • Leavell Investment Management first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 24 quarters since.
  • Leavell Investment Management's iShares North American Natural Resources ETF position peaked at $3.47M in Q3 2014.
  • 170 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.