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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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