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Roble Belko & Company’s iShares North American Natural Resources ETF IGE Stock Holding History

Roble Belko & 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
2021
Q4 		– Sell
-68
Closed -$2K – 352
2021
Q3 		$2K Sell
68
-156
-70% -$4.48K ﹤0.01% 285
2021
Q2 		$7K Buy
224
+3
+1% +$90 ﹤0.01% 273
2021
Q1 		$6K Hold
221
– – ﹤0.01% 267
2020
Q4 		$5K Sell
221
-430
-66% -$9.37K ﹤0.01% 261
2020
Q3 		$13K Buy
651
+4
+0.6% +$87 ﹤0.01% 220
2020
Q2 		$14K Sell
647
-8,758
-93% -$182K ﹤0.01% 221
2020
Q1 		$156K Hold
9,405
– – 0.05% 94
2019
Q4 		$283K Buy
9,405
+15
+0.2% +$438 0.08% 74
2019
Q3 		$273K Hold
9,390
– – 0.08% 68
2019
Q2 		$288K Buy
9,390
+3
+0% +$92 0.09% 65
2019
Q1 		$295K Buy
9,387
+2
+0% +$61 0.1% 61
2018
Q4 		$255K Buy
9,385
+4
+0% +$126 0.1% 62
2018
Q3 		$336K Sell
9,381
-2,026
-18% -$73.2K 0.12% 45
2018
Q2 		$420K Sell
11,407
-199,215
-95% -$7.18M 0.16% 40
2018
Q1 		$6.97M Sell
210,622
-2,883
-1% -$99.7K 2.71% 12
2017
Q4 		$7.57M Sell
213,505
-719
-0.3% -$24.2K 3.09% 13
2017
Q3 		$7.21M Buy
214,224
+1,015
+0.5% +$32.6K 3.19% 12
2017
Q2 		$6.75M Sell
213,209
-3,760
-2% -$123K 3.24% 12
2017
Q1 		$7.44M Buy
216,969
+7,272
+3% +$256K 3.68% 9
2016
Q4 		$7.54M Sell
209,697
-391
-0.2% -$13.6K 3.95% 7
2016
Q3 		$7.24M Sell
210,088
-3,972
-2% -$134K 3.87% 7
2016
Q2 		$7.11M Sell
214,060
-928
-0.4% -$29.7K 3.93% 7
2016
Q1 		$6.39M Buy
214,988
+46,780
+28% +$1.27M 3.62% 8
2015
Q4 		$4.73M Buy
168,208
+45,709
+37% +$1.42M 2.85% 14
2015
Q3 		$3.56M Buy
122,499
+11,141
+10% +$359K 2.18% 16
2015
Q2 		$4.04M Sell
111,358
-1,730
-2% -$66.9K 2.34% 15
2015
Q1 		$4.25M Buy
+113,088
New +$4.27M 2.49% 15

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
SFG
Sowa Financial Group Lincoln, Rhode Island $215M AUM 30.62% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Roble Belko & Company's IGE Position: Q4 2021 in Review

Roble Belko & Company sold out of iShares North American Natural Resources ETF (IGE) in Q4 2021, closing a stake of 68 shares — an estimated $2K sold.

Roble Belko & Company first reported a position in IGE in Q1 2015 and held it in 27 quarters. The position peaked at $7.57M in Q4 2017. 111 funds tracked by Wall St. Rank hold IGE as of Q4 2021.

  • Roble Belko & Company reported no remaining iShares North American Natural Resources ETF position as of Q4 2021 after selling out during the quarter.
  • Roble Belko & Company sold 68 iShares North American Natural Resources ETF shares in Q4 2021, an estimated $2K.
  • Roble Belko & Company first reported a position in iShares North American Natural Resources ETF in Q1 2015 and held it in 27 quarters.
  • Roble Belko & Company's iShares North American Natural Resources ETF position peaked at $7.57M in Q4 2017.
  • 111 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2021.

Based on Roble Belko & Company's 13F filing for Q4 2021, filed 7 Feb 2022.