NewEdge Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

NewEdge Advisors’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	$599K	Buy	10,658 +2,613	+32%	+$158K	﹤0.01%	2027
2026 Q1	$506K	Buy	8,045 +3,222	+67%	+$189K	﹤0.01%	1979
2025 Q4	$242K	Buy	4,823 +216	+5%	+$10.6K	﹤0.01%	2464
2025 Q3	$226K	Buy	4,607 +4,288	+1,344%	+$199K	﹤0.01%	2357
2025 Q2	$14.1K	Sell	319 -99	-24%	-$4.24K	﹤0.01%	3077
2025 Q1	$19K	Buy	418 +100	+31%	+$4.46K	﹤0.01%	2883
2024 Q4	$13.6K	Sell	318 -14	-4%	-$633	﹤0.01%	2923
2024 Q3	$14.7K	Sell	332 -97	-23%	-$4.27K	﹤0.01%	2826
2024 Q2	$18.9K	Buy	429 +1	+0.2%	+$45	﹤0.01%	2646
2024 Q1	$19.3K	Sell	428 -6,282	-94%	-$258K	﹤0.01%	2646
2023 Q4	$273K	Sell	6,710 -386	-5%	-$15.6K	﹤0.01%	1580
2023 Q3	$295K	Hold	7,096	–	–	﹤0.01%	1437
2023 Q2	$275K	Sell	7,096 -102	-1%	-$3.94K	﹤0.01%	1489
2023 Q1	$272K	Sell	7,198 -1,309	-15%	-$52.8K	﹤0.01%	1410
2022 Q4	$302K	Buy	8,507 +947	+13%	+$38.5K	0.01%	1000
2022 Q3	$263K	Sell	7,560 -41,025	-84%	-$1.53M	﹤0.01%	1264
2022 Q2	$1.75M	Buy	+48,585	New	+$1.97M	0.03%	474
2022 Q1	–	Sell	-6,538	Closed	-$206K	–	1368
2021 Q4	$206K	Buy	+6,538	New	+$206K	﹤0.01%	1511

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors's IGE Position: Q2 2026 in Review

NewEdge Advisors increased its iShares North American Natural Resources ETF (IGE) stake by 32% in Q2 2026, buying an estimated $158K and bringing the position to 10,658 shares worth $599K. The position accounts for ﹤0.01% of the portfolio, ranked #2027.

NewEdge Advisors first reported a position in IGE in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.75M in Q2 2022. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

NewEdge Advisors held 10,658 shares of iShares North American Natural Resources ETF worth $599K as of Q2 2026.
NewEdge Advisors bought 2,613 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $158K.
iShares North American Natural Resources ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2027 holding.
NewEdge Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2021 and has held it in 18 quarters since.
NewEdge Advisors's iShares North American Natural Resources ETF position peaked at $1.75M in Q2 2022.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.