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

Regal Investment 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	–	Sell	-16,635	Closed	-$1.05M	–	674
2026 Q1	$1.05M	Buy	+16,635	New	+$976K	0.06%	281
2015 Q4	–	Sell	-610	Closed	-$17K	–	560
2015 Q3	$17K	Sell	610 -238	-28%	-$7.66K	﹤0.01%	591
2015 Q2	$30K	Sell	848 -178	-17%	-$6.89K	0.01%	499
2015 Q1	$39K	Buy	1,026 +848	+476%	+$32K	0.01%	458
2014 Q4	$7K	Sell	178 -650	-79%	-$26.3K	﹤0.01%	689
2014 Q3	$37K	Buy	828 +29	+4%	+$1.4K	0.01%	453
2014 Q2	$40K	Sell	799 -100	-11%	-$4.68K	0.01%	417
2014 Q1	$40K	Hold	899	–	–	0.02%	377
2013 Q4	$39K	Hold	899	–	–	0.02%	327
2013 Q3	$37K	Sell	899 -100	-10%	-$4.08K	0.02%	349
2013 Q2	$38K	Buy	+999	New	+$39.4K	0.02%	335

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

Regal Investment Advisors's IGE Position: Q2 2026 in Review

Regal Investment Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q2 2026, closing a stake of 16,635 shares — an estimated $1.05M sold.

Regal Investment Advisors first reported a position in IGE in Q2 2013 and held it in 11 quarters. The position peaked at $1.05M in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Regal Investment Advisors reported no remaining iShares North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Regal Investment Advisors sold 16,635 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $1.05M.
Regal Investment Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 11 quarters.
Regal Investment Advisors's iShares North American Natural Resources ETF position peaked at $1.05M in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.