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Washington Trust’s iShares North American Natural Resources ETF IGE Stock Holding History

Washington Trust’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
2023
Q4 		– Sell
-24
Closed -$998 – 894
2023
Q3 		$998 Buy
+24
New +$989 ﹤0.01% 849

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 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

Washington Trust's IGE Position: Q4 2023 in Review

Washington Trust sold out of iShares North American Natural Resources ETF (IGE) in Q4 2023, closing a stake of 24 shares — an estimated $998 sold.

Washington Trust first reported a position in IGE in Q3 2023 and held it in 1 quarter. The position peaked at $998 in Q3 2023. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2023.

  • Washington Trust reported no remaining iShares North American Natural Resources ETF position as of Q4 2023 after selling out during the quarter.
  • Washington Trust sold 24 iShares North American Natural Resources ETF shares in Q4 2023, an estimated $998.
  • Washington Trust first reported a position in iShares North American Natural Resources ETF in Q3 2023 and held it in 1 quarter.
  • Washington Trust's iShares North American Natural Resources ETF position peaked at $998 in Q3 2023.
  • 142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2023.

Based on Washington Trust's 13F filing for Q4 2023, filed 18 Jan 2024.