RIA
IGE icon

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
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

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 $401M AUM 21.13% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B 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 $501B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return