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Regatta Research & Money Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Regatta Research & Money 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 		$31K Buy
+553
New +$33.5K 0.03% 338

Other funds holding IGE

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CWM
Chicago Wealth Management Chicago, Illinois $282M AUM 54.35% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Regatta Research & Money Management's IGE Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 553 shares worth $31K. The stake represents 0.03% of the portfolio and ranks #338 among its holdings.

130 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Regatta Research & Money Management held 553 shares of iShares North American Natural Resources ETF worth $31K as of Q2 2026.
  • iShares North American Natural Resources ETF was a new Regatta Research & Money Management position in Q2 2026.
  • iShares North American Natural Resources ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #338 holding.
  • 130 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.