Osaic Holdings’s iShares North American Natural Resources ETF IGE Stock Holding History

Osaic Holdings’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	$1.94M	Buy	34,452 +3,249	+10%	+$197K	﹤0.01%	2335
2026 Q1	$1.96M	Buy	31,203 +1,291	+4%	+$75.7K	﹤0.01%	2090
2025 Q4	$1.5M	Sell	29,912 -225,941	-88%	-$11.1M	﹤0.01%	2323
2025 Q3	$12.5M	Buy	255,853 +15,400	+6%	+$716K	0.02%	864
2025 Q2	$10.9M	Buy	240,453 +224,546	+1,412%	+$9.63M	0.02%	779
2025 Q1	$723K	Sell	15,907 -62,083	-80%	-$2.77M	﹤0.01%	2526
2024 Q4	$3.33M	Buy	77,990 +70,239	+906%	+$3.18M	0.01%	1281
2024 Q3	$342K	Sell	7,751 -1,874	-19%	-$82.6K	﹤0.01%	3208
2024 Q2	$424K	Sell	9,625 -1,001	-9%	-$44.9K	﹤0.01%	2913
2024 Q1	$478K	Sell	10,626 -5,800	-35%	-$238K	﹤0.01%	2974
2023 Q4	$669K	Sell	16,426 -7,235	-31%	-$293K	﹤0.01%	2911
2023 Q3	$984K	Buy	23,661 +3,077	+15%	+$127K	﹤0.01%	2644
2023 Q2	$799K	Sell	20,584 -101,472	-83%	-$3.92M	﹤0.01%	2722
2023 Q1	$4.79M	Sell	122,056 -6,971	-5%	-$281K	0.01%	1185
2022 Q4	$5.25M	Buy	129,027 +9,716	+8%	+$395K	0.01%	1067
2022 Q3	$4.15M	Buy	119,311 +4,846	+4%	+$180K	0.01%	1127
2022 Q2	$4.12M	Sell	114,465 -62,356	-35%	-$2.53M	0.01%	1174
2022 Q1	$7.13M	Buy	176,821 +167,106	+1,720%	+$6.12M	0.01%	960
2021 Q4	$306K	Sell	9,715 -9,555	-50%	-$301K	﹤0.01%	3545
2021 Q3	$565K	Sell	19,270 -7,150	-27%	-$205K	﹤0.01%	2904
2021 Q2	$805K	Buy	26,420 +13,331	+102%	+$398K	﹤0.01%	2550
2021 Q1	$361K	Buy	13,089 +409	+3%	+$10.8K	﹤0.01%	3212
2020 Q4	$296K	Sell	12,680 -5,548	-30%	-$121K	﹤0.01%	3131
2020 Q3	$364K	Sell	18,228 -1,001	-5%	-$21.8K	﹤0.01%	2719
2020 Q2	$416K	Sell	19,229 -721	-4%	-$15K	﹤0.01%	2502
2020 Q1	$333K	Buy	+19,950	New	+$494K	﹤0.01%	2433

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

Osaic Holdings's IGE Position: Q2 2026 in Review

Osaic Holdings increased its iShares North American Natural Resources ETF (IGE) stake by 10% in Q2 2026, buying an estimated $197K and bringing the position to 34,452 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

Osaic Holdings first reported a position in IGE in Q1 2020 and has held it in 26 quarters since. The position peaked at $12.5M in Q3 2025. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Osaic Holdings held 34,452 shares of iShares North American Natural Resources ETF worth $1.94M as of Q2 2026.
Osaic Holdings bought 3,249 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $197K.
iShares North American Natural Resources ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2335 holding.
Osaic Holdings first reported a position in iShares North American Natural Resources ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's iShares North American Natural Resources ETF position peaked at $12.5M in Q3 2025.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.