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Rothschild Investment LLC’s iShares North American Natural Resources ETF IGE Stock Holding History

Rothschild Investment LLC’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 		$1.68M Buy
29,879
+4
+0% +$242 0.06% 282
2026
Q1 		$1.88M Sell
29,875
-2,627
-8% -$154K 0.1% 172
2025
Q4 		$1.63M Buy
32,502
+7
+0% +$343 0.09% 178
2025
Q3 		$1.59M Sell
32,495
-895
-3% -$41.6K 0.09% 178
2025
Q2 		$1.48M Buy
33,390
+855
+3% +$36.7K 0.09% 176
2025
Q1 		$1.48M Sell
32,535
-595
-2% -$26.5K 0.1% 181
2024
Q4 		$1.42M Sell
33,130
-570
-2% -$25.8K 0.09% 186
2024
Q3 		$1.49M Hold
33,700
– – 0.1% 178
2024
Q2 		$1.48M Sell
33,700
-280
-0.8% -$12.6K 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% -$4.12K 0.12% 165
2023
Q2 		$1.32M Buy
34,080
+800
+2% +$30.9K 0.11% 182
2023
Q1 		$1.3M Buy
33,280
+4,975
+18% +$201K 0.11% 180
2022
Q4 		$1.15M Sell
28,305
-7,490
-21% -$304K 0.11% 186
2022
Q3 		$1.24M Buy
35,795
+720
+2% +$26.8K 0.12% 172
2022
Q2 		$1.26M Sell
35,075
-750
-2% -$30.4K 0.12% 182
2022
Q1 		$1.45M Hold
35,825
– – 0.11% 179
2021
Q4 		$1.13M Buy
35,825
+230
+0.6% +$7.25K 0.09% 211
2021
Q3 		$1.04M Sell
35,595
-1,450
-4% -$41.7K 0.09% 215
2021
Q2 		$1.13M Buy
37,045
+9,700
+35% +$290K 0.09% 215
2021
Q1 		$754K Buy
27,345
+15,220
+126% +$403K 0.07% 251
2020
Q4 		$282K Buy
+12,125
New +$264K 0.03% 364

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Rothschild Investment LLC's IGE Position: Q2 2026 in Review

Rothschild Investment LLC increased its iShares North American Natural Resources ETF (IGE) stake by 0.01% in Q2 2026, buying an estimated $242 and bringing the position to 29,879 shares worth $1.68M. The position accounts for 0.06% of the portfolio, ranked #282.

Rothschild Investment LLC first reported a position in IGE in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.88M in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Rothschild Investment LLC held 29,879 shares of iShares North American Natural Resources ETF worth $1.68M as of Q2 2026.
  • Rothschild Investment LLC bought 4 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $242.
  • iShares North American Natural Resources ETF made up 0.06% of Rothschild Investment LLC's portfolio in Q2 2026, its #282 holding.
  • Rothschild Investment LLC first reported a position in iShares North American Natural Resources ETF in Q4 2020 and has held it in 23 quarters since.
  • Rothschild Investment LLC's iShares North American Natural Resources ETF position peaked at $1.88M in Q1 2026.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.