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Raymond James Financial Services Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Raymond James Financial Services 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
2024
Q3 		$776K Sell
17,604
-100
-0.6% -$4.41K ﹤0.01% 2331
2024
Q2 		$779K Sell
17,704
-3,143
-15% -$141K ﹤0.01% 2232
2024
Q1 		$938K Sell
20,847
-40,018
-66% -$1.64M ﹤0.01% 2110
2023
Q4 		$2.48M Sell
60,865
-440
-0.7% -$17.8K ﹤0.01% 1458
2023
Q3 		$2.55M Sell
61,305
-19,752
-24% -$814K ﹤0.01% 1374
2023
Q2 		$3.15M Buy
81,057
+5,559
+7% +$215K 0.01% 1267
2023
Q1 		$2.96M Sell
75,498
-51,989
-41% -$2.1M 0.01% 1269
2022
Q4 		$5.18M Buy
127,487
+56,442
+79% +$2.29M 0.01% 936
2022
Q3 		$2.47M Buy
71,045
+1,143
+2% +$42.6K 0.01% 1313
2022
Q2 		$2.52M Sell
69,902
-86,995
-55% -$3.53M 0.01% 1315
2022
Q1 		$6.35M Buy
156,897
+87,523
+126% +$3.21M 0.01% 883
2021
Q4 		$2.18M Sell
69,374
-12,980
-16% -$409K ﹤0.01% 1475
2021
Q3 		$2.42M Sell
82,354
-2,628
-3% -$75.5K ﹤0.01% 1378
2021
Q2 		$2.59M Sell
84,982
-56,025
-40% -$1.67M 0.01% 1334
2021
Q1 		$3.89M Buy
141,007
+40,639
+40% +$1.08M 0.01% 1020
2020
Q4 		$2.34M Sell
100,368
-10,891
-10% -$237K 0.01% 1205
2020
Q3 		$2.2M Buy
111,259
+5,123
+5% +$111K 0.01% 1121
2020
Q2 		$2.3M Sell
106,136
-21,911
-17% -$456K 0.01% 1050
2020
Q1 		$2.13M Buy
128,047
+132
+0.1% +$3.27K 0.01% 864
2019
Q4 		$3.85M Sell
127,915
-4,483
-3% -$131K 0.01% 825
2019
Q3 		$3.85M Sell
132,398
-6,816
-5% -$201K 0.01% 788
2019
Q2 		$4.27M Buy
139,214
+437
+0.3% +$13.4K 0.02% 743
2019
Q1 		$4.36M Buy
138,777
+5,571
+4% +$170K 0.02% 710
2018
Q4 		$3.62M Sell
133,206
-3,762
-3% -$119K 0.02% 654
2018
Q3 		$4.91M Buy
136,968
+6,013
+5% +$217K 0.02% 658
2018
Q2 		$4.83M Buy
130,955
+4,286
+3% +$154K 0.02% 615
2018
Q1 		$4.19M Buy
126,669
+7,801
+7% +$270K 0.02% 622
2017
Q4 		$4.21M Buy
118,868
+2,927
+3% +$98.6K 0.03% 603
2017
Q3 		$3.9M Buy
115,941
+3,203
+3% +$103K 0.03% 629
2017
Q2 		$3.57M Sell
112,738
-10,461
-8% -$343K 0.02% 644
2017
Q1 		$4.22M Buy
123,199
+2,569
+2% +$90.4K 0.03% 535
2016
Q4 		$4.34M Sell
120,630
-1,821
-1% -$63.4K 0.04% 500
2016
Q3 		$4.22M Buy
122,451
+6,923
+6% +$233K 0.04% 491
2016
Q2 		$3.84M Buy
115,528
+23,490
+26% +$751K 0.04% 493
2016
Q1 		$2.74M Buy
92,038
+29,311
+47% +$796K 0.03% 510
2015
Q4 		$1.76M Sell
62,727
-48,313
-44% -$1.5M 0.02% 696
2015
Q3 		$3.23M Buy
111,040
+71,856
+183% +$2.31M 0.05% 386
2015
Q2 		$1.42M Buy
+39,184
New +$1.52M 0.1% 258
2014
Q2 		– Sell
-10,355
Closed -$459K – 517
2014
Q1 		$459K Sell
10,355
-599
-5% -$25.7K 0.03% 447
2013
Q4 		$475K Sell
10,954
-3,571
-25% -$152K 0.03% 430
2013
Q3 		$602K Sell
14,525
-91,455
-86% -$3.73M 0.04% 380
2013
Q2 		$4.05M Buy
+105,980
New +$4.18M 0.12% 201

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Raymond James Financial Services Advisors's IGE Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares North American Natural Resources ETF (IGE) stake by 0.56% in Q3 2024, selling an estimated $4.41K and leaving 17,604 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #2331.

Raymond James Financial Services Advisors first reported a position in IGE in Q2 2013 and has held it in 42 quarters since. The position peaked at $6.35M in Q1 2022. 133 funds tracked by Wall St. Rank hold IGE as of Q3 2024.

  • Raymond James Financial Services Advisors held 17,604 shares of iShares North American Natural Resources ETF worth $776K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 100 iShares North American Natural Resources ETF shares in Q3 2024, an estimated $4.41K.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2331 holding.
  • Raymond James Financial Services Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 42 quarters since.
  • Raymond James Financial Services Advisors's iShares North American Natural Resources ETF position peaked at $6.35M in Q1 2022.
  • 133 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.