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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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