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

LPL Financial’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	$17.1M	Buy	271,770 +19,417	+8%	+$1.14M	﹤0.01%	1575
2025 Q4	$12.7M	Sell	252,353 -10,952	-4%	-$537K	﹤0.01%	1734
2025 Q3	$12.9M	Sell	263,305 -7,106	-3%	-$330K	﹤0.01%	1653
2025 Q2	$12M	Buy	270,411 +553	+0.2%	+$23.7K	﹤0.01%	1591
2025 Q1	$12.3M	Sell	269,858 -55,030	-17%	-$2.45M	﹤0.01%	1465
2024 Q4	$13.9M	Buy	324,888 +273,567	+533%	+$12.4M	0.01%	1307
2024 Q3	$2.26M	Sell	51,321 -3,386	-6%	-$149K	﹤0.01%	2608
2024 Q2	$2.41M	Sell	54,707 -15,992	-23%	-$718K	﹤0.01%	2440
2024 Q1	$3.18M	Sell	70,699 -17,861	-20%	-$733K	﹤0.01%	2139
2023 Q4	$3.61M	Buy	88,560 +3,648	+4%	+$148K	﹤0.01%	1919
2023 Q3	$3.53M	Buy	84,912 +30,501	+56%	+$1.26M	﹤0.01%	1818
2023 Q2	$2.11M	Sell	54,411 -6,367	-10%	-$246K	﹤0.01%	2201
2023 Q1	$2.38M	Sell	60,778 -81,773	-57%	-$3.3M	﹤0.01%	1996
2022 Q4	$5.8M	Buy	142,551 +6,461	+5%	+$262K	0.01%	1362
2022 Q3	$4.73M	Sell	136,090 -11,318	-8%	-$421K	﹤0.01%	1419
2022 Q2	$5.3M	Buy	147,408 +25,054	+20%	+$1.02M	0.01%	1350
2022 Q1	$4.95M	Buy	122,354 +85,807	+235%	+$3.14M	﹤0.01%	1447
2021 Q4	$1.15M	Buy	36,547 +399	+1%	+$12.6K	﹤0.01%	2544
2021 Q3	$1.06M	Sell	36,148 -3,575	-9%	-$103K	﹤0.01%	2562
2021 Q2	$1.21M	Sell	39,723 -1,912	-5%	-$57.1K	﹤0.01%	2412
2021 Q1	$1.15M	Buy	41,635 +805	+2%	+$21.3K	﹤0.01%	2279
2020 Q4	$951K	Sell	40,830 -15,211	-27%	-$331K	﹤0.01%	2223
2020 Q3	$1.11M	Sell	56,041 -2,780	-5%	-$60.5K	﹤0.01%	1871
2020 Q2	$1.27M	Buy	58,821 +3,731	+7%	+$77.6K	﹤0.01%	1657
2020 Q1	$916K	Buy	55,090 +8,519	+18%	+$211K	﹤0.01%	1672
2019 Q4	$1.4M	Sell	46,571 -4,966	-10%	-$145K	﹤0.01%	1612
2019 Q3	$1.5M	Buy	51,537 +1,937	+4%	+$57K	﹤0.01%	1451
2019 Q2	$1.52M	Sell	49,600 -38,921	-44%	-$1.19M	﹤0.01%	1417
2019 Q1	$2.78M	Sell	88,521 -812	-0.9%	-$24.8K	0.01%	1007
2018 Q4	$2.43M	Sell	89,333 -1,905	-2%	-$60K	0.01%	977
2018 Q3	$3.27M	Buy	91,238 +1,199	+1%	+$43.3K	0.01%	921
2018 Q2	$3.32M	Sell	90,039 -3,690	-4%	-$133K	0.01%	896
2018 Q1	$3.1M	Sell	93,729 -1,682	-2%	-$58.2K	0.01%	896
2017 Q4	$3.38M	Buy	95,411 +32,096	+51%	+$1.08M	0.01%	805
2017 Q3	$2.13M	Sell	63,315 -4,284	-6%	-$138K	0.01%	958
2017 Q2	$2.14M	Sell	67,599 -10,117	-13%	-$332K	0.01%	892
2017 Q1	$2.65M	Sell	77,716 -1,253	-2%	-$44.1K	0.02%	695
2016 Q4	$2.88M	Sell	78,969 -34,381	-30%	-$1.2M	0.02%	621
2016 Q3	$3.83M	Sell	113,350 -5,203	-4%	-$175K	0.04%	479
2016 Q2	$3.93M	Sell	118,553 -108,938	-48%	-$3.48M	0.03%	454
2016 Q1	$6.56M	Sell	227,491 -13,406	-6%	-$364K	0.02%	593
2015 Q4	$6.78M	Buy	240,897 +133,180	+124%	+$4.14M	0.02%	580
2015 Q3	$3.38M	Sell	107,717 -16,778	-13%	-$540K	0.02%	607
2015 Q2	$4.42M	Sell	124,495 -49,093	-28%	-$1.9M	0.02%	568
2015 Q1	$6.55M	Sell	173,588 -41,364	-19%	-$1.56M	0.03%	418
2014 Q4	$8.24M	Sell	214,952 -40,050	-16%	-$1.62M	0.05%	327
2014 Q3	$11.2M	Sell	255,002 -7,818	-3%	-$377K	0.07%	256
2014 Q2	$13.1M	Buy	262,820 +5,539	+2%	+$259K	0.08%	232
2014 Q1	$11.4M	Buy	257,281 +1,281	+0.5%	+$54.9K	0.07%	248
2013 Q4	$11.1M	Sell	256,000 -8,062	-3%	-$344K	0.07%	243
2013 Q3	$11.1M	Buy	264,062 +4,096	+2%	+$167K	0.07%	240
2013 Q2	$9.95M	Buy	+259,966	New	+$10.3M	0.07%	229

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

LPL Financial's IGE Position: Q1 2026 in Review

LPL Financial increased its iShares North American Natural Resources ETF (IGE) stake by 7.7% in Q1 2026, buying an estimated $1.14M and bringing the position to 271,770 shares worth $17.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1575.

LPL Financial first reported a position in IGE in Q2 2013 and has held it in 52 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

LPL Financial held 271,770 shares of iShares North American Natural Resources ETF worth $17.1M as of Q1 2026.
LPL Financial bought 19,417 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $1.14M.
iShares North American Natural Resources ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1575 holding.
LPL Financial first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 52 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.