Private Trust Company’s iShares North American Natural Resources ETF IGE Stock Holding History

Private Trust Company’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	$8.93K	Buy	+159	New	+$9.63K	﹤0.01%	2122
2023 Q3	–	Sell	-2,608	Closed	-$101K	–	2348
2023 Q2	$101K	Hold	2,608	–	–	0.01%	806
2023 Q1	$102K	Hold	2,608	–	–	0.01%	761
2022 Q4	$106K	Buy	2,608 +2,581	+9,559%	+$105K	0.02%	714
2022 Q3	$1K	Hold	27	–	–	﹤0.01%	1957
2022 Q2	$1K	Sell	27 -4,951	-99%	-$201K	﹤0.01%	2037
2022 Q1	$201K	Buy	+4,978	New	+$182K	0.03%	341
2014 Q4	–	Sell	-4,058	Closed	-$182K	–	707
2014 Q3	$182K	Hold	4,058	–	–	0.06%	290
2014 Q2	$203K	Hold	4,058	–	–	0.07%	287
2014 Q1	$180K	Buy	+4,058	New	+$174K	0.07%	267
2013 Q3	–	Sell	-215	Closed	-$8K	–	1745
2013 Q2	$8K	Buy	+215	New	+$8.48K	﹤0.01%	922

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

Private Trust Company's IGE Position: Q2 2026 in Review

Private Trust Company opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 159 shares worth $8.93K. The stake represents ﹤0.01% of the portfolio and ranks #2122 among its holdings. This is a return to the name: Private Trust Company previously reported a position in IGE as recently as Q2 2023.

Private Trust Company first reported a position in IGE in Q2 2013 and has held it in 11 quarters since. The position peaked at $203K in Q2 2014. 170 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Private Trust Company held 159 shares of iShares North American Natural Resources ETF worth $8.93K as of Q2 2026.
iShares North American Natural Resources ETF was a new Private Trust Company position in Q2 2026.
iShares North American Natural Resources ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2122 holding.
Private Trust Company first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 11 quarters since.
Private Trust Company's iShares North American Natural Resources ETF position peaked at $203K in Q2 2014.
170 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.