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

Raymond James Financial’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
Q1 		$1.89M Buy
30,084
+109
+0.4% +$6.39K ﹤0.01% 3403
2025
Q4 		$1.5M Buy
29,975
+3,219
+12% +$158K ﹤0.01% 3498
2025
Q3 		$1.31M Buy
26,756
+8,355
+45% +$388K ﹤0.01% 3503
2025
Q2 		$814K Sell
18,401
-650
-3% -$27.9K ﹤0.01% 3700
2025
Q1 		$866K Buy
19,051
+7,879
+71% +$351K ﹤0.01% 3594
2024
Q4 		$477K Buy
+11,172
New +$505K ﹤0.01% 3938

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
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Raymond James Financial's IGE Position: Q1 2026 in Review

Raymond James Financial increased its iShares North American Natural Resources ETF (IGE) stake by 0.36% in Q1 2026, buying an estimated $6.39K and bringing the position to 30,084 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #3403.

Raymond James Financial first reported a position in IGE in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Raymond James Financial held 30,084 shares of iShares North American Natural Resources ETF worth $1.89M as of Q1 2026.
  • Raymond James Financial bought 109 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $6.39K.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #3403 holding.
  • Raymond James Financial first reported a position in iShares North American Natural Resources ETF in Q4 2024 and has held it in 6 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.