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Stone House Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Stone House Investment Management’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 		$14.3K Sell
228
-51
-18% -$2.99K ﹤0.01% 309
2025
Q4 		$14K Buy
279
+228
+447% +$11.2K ﹤0.01% 287
2025
Q3 		$2.5K Hold
51
– – ﹤0.01% 456
2025
Q2 		$2.26K Sell
51
-2,776
-98% -$119K ﹤0.01% 402
2025
Q1 		$129K Buy
+2,827
New +$126K 0.03% 81

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 $438M AUM 26.63% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B 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 $530B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Stone House Investment Management's IGE Position: Q1 2026 in Review

Stone House Investment Management reduced its iShares North American Natural Resources ETF (IGE) stake by 18% in Q1 2026, selling an estimated $2.99K and leaving 228 shares worth $14.3K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Stone House Investment Management first reported a position in IGE in Q1 2025 and has held it in 5 quarters since. The position peaked at $129K in Q1 2025. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Stone House Investment Management held 228 shares of iShares North American Natural Resources ETF worth $14.3K as of Q1 2026.
  • Stone House Investment Management sold 51 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $2.99K.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #309 holding.
  • Stone House Investment Management first reported a position in iShares North American Natural Resources ETF in Q1 2025 and has held it in 5 quarters since.
  • Stone House Investment Management's iShares North American Natural Resources ETF position peaked at $129K in Q1 2025.
  • 173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.