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Sunbelt Securities’s iShares North American Natural Resources ETF IGE Stock Holding History

Sunbelt Securities’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 		$1.21M Buy
19,260
+6,225
+48% +$365K 0.08% 221
2025
Q4 		$654K Sell
13,035
-975
-7% -$47.8K 0.04% 337
2025
Q3 		$687K Sell
14,010
-1,625
-10% -$75.5K 0.05% 314
2025
Q2 		$668K Buy
15,635
+700
+5% +$30K 0.06% 283
2025
Q1 		$679K Sell
14,935
-700
-4% -$31.2K 0.06% 258
2024
Q4 		$662K Sell
15,635
-4,000
-20% -$181K 0.06% 291
2024
Q3 		$865K Hold
19,635
– – 0.08% 227
2024
Q2 		$864K Hold
19,635
– – 0.09% 212
2024
Q1 		$883K Hold
19,635
– – 0.1% 199
2023
Q4 		$800K Buy
19,635
+900
+5% +$36.4K 0.1% 215
2023
Q3 		$779K Buy
18,735
+135
+0.7% +$5.56K 0.11% 206
2023
Q2 		$722K Sell
18,600
-90
-0.5% -$3.48K 0.1% 212
2023
Q1 		$726K Hold
18,690
– – 0.12% 193
2022
Q4 		$760K Sell
18,690
-100
-0.5% -$4.06K 0.15% 167
2022
Q3 		$653K Sell
18,790
-165
-0.9% -$6.14K 0.14% 184
2022
Q2 		$682K Buy
18,955
+585
+3% +$23.7K 0.14% 182
2022
Q1 		$753K Sell
18,370
-566
-3% -$20.7K 0.14% 187
2021
Q4 		$674K Sell
18,936
-60
-0.3% -$1.89K 0.11% 213
2021
Q3 		$537K Hold
18,996
– – 0.1% 241
2021
Q2 		$537K Buy
18,996
+3,960
+26% +$118K 0.1% 241
2021
Q1 		$415K Buy
+15,036
New +$398K 0.08% 273
2018
Q4 		– Sell
-6,902
Closed -$247K – 229
2018
Q3 		$247K Sell
6,902
-650
-9% -$23.5K 0.13% 186
2018
Q2 		$278K Sell
7,552
-185
-2% -$6.67K 0.17% 169
2018
Q1 		$256K Buy
7,737
+1,229
+19% +$42.5K 0.23% 150
2017
Q4 		$231K Buy
+6,508
New +$219K 0.22% 148

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

Sunbelt Securities's IGE Position: Q1 2026 in Review

Sunbelt Securities increased its iShares North American Natural Resources ETF (IGE) stake by 48% in Q1 2026, buying an estimated $365K and bringing the position to 19,260 shares worth $1.21M. The position accounts for 0.08% of the portfolio, ranked #221.

Sunbelt Securities first reported a position in IGE in Q4 2017 and has held it in 25 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Sunbelt Securities held 19,260 shares of iShares North American Natural Resources ETF worth $1.21M as of Q1 2026.
  • Sunbelt Securities bought 6,225 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $365K.
  • iShares North American Natural Resources ETF made up 0.08% of Sunbelt Securities's portfolio in Q1 2026, its #221 holding.
  • Sunbelt Securities first reported a position in iShares North American Natural Resources ETF in Q4 2017 and has held it in 25 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.