Rothschild Investment LLC’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.48M | Buy |
33,390
+855
| +3% | +$37.8K | 0.09% | 176 |
|
|
2025
Q1 | $1.48M | Sell |
32,535
-595
| -2% | -$27.1K | 0.1% | 181 |
|
|
2024
Q4 | $1.42M | Sell |
33,130
-570
| -2% | -$24.4K | 0.09% | 186 |
|
|
2024
Q3 | $1.49M | Hold |
33,700
| – | – | 0.1% | 178 |
|
|
2024
Q2 | $1.48M | Sell |
33,700
-280
| -0.8% | -$12.3K | 0.1% | 169 |
|
|
2024
Q1 | $1.53M | Hold |
33,980
| – | – | 0.11% | 162 |
|
|
2023
Q4 | $1.38M | Hold |
33,980
| – | – | 0.12% | 152 |
|
|
2023
Q3 | $1.41M | Sell |
33,980
-100
| -0.3% | -$4.16K | 0.12% | 165 |
|
|
2023
Q2 | $1.32M | Buy |
34,080
+800
| +2% | +$31.1K | 0.11% | 182 |
|
|
2023
Q1 | $1.3M | Buy |
33,280
+4,975
| +18% | +$195K | 0.11% | 180 |
|
|
2022
Q4 | $1.15M | Sell |
28,305
-7,490
| -21% | -$305K | 0.11% | 186 |
|
|
2022
Q3 | $1.24M | Buy |
35,795
+720
| +2% | +$25K | 0.12% | 172 |
|
|
2022
Q2 | $1.26M | Sell |
35,075
-750
| -2% | -$27K | 0.12% | 182 |
|
|
2022
Q1 | $1.45M | Hold |
35,825
| – | – | 0.11% | 179 |
|
|
2021
Q4 | $1.13M | Buy |
35,825
+230
| +0.6% | +$7.24K | 0.09% | 211 |
|
|
2021
Q3 | $1.05M | Sell |
35,595
-1,450
| -4% | -$42.6K | 0.09% | 215 |
|
|
2021
Q2 | $1.13M | Buy |
37,045
+9,700
| +35% | +$295K | 0.09% | 215 |
|
|
2021
Q1 | $754K | Buy |
27,345
+15,220
| +126% | +$420K | 0.07% | 251 |
|
|
2020
Q4 | $282K | Buy |
+12,125
| New | +$282K | 0.03% | 364 |
|