West Branch Capital’s iShares North American Natural Resources ETF IGE Stock Holding History

West Branch Capital’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	$8.2K	Hold	146	–	–	﹤0.01%	249
2026 Q1	$9.19K	Hold	146	–	–	﹤0.01%	235
2025 Q4	$7.33K	Hold	146	–	–	﹤0.01%	286
2025 Q3	$7.16K	Hold	146	–	–	﹤0.01%	306
2025 Q2	$6.46K	Hold	146	–	–	﹤0.01%	313
2025 Q1	$6.64K	Buy	+146	New	+$6.51K	﹤0.01%	323

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

West Branch Capital's IGE Position: Q2 2026 in Review

West Branch Capital held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 146 shares worth $8.2K. The position accounts for ﹤0.01% of the portfolio, ranked #249.

West Branch Capital first reported a position in IGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.19K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

West Branch Capital held 146 shares of iShares North American Natural Resources ETF worth $8.2K as of Q2 2026.
West Branch Capital left its iShares North American Natural Resources ETF share count unchanged in Q2 2026.
iShares North American Natural Resources ETF made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #249 holding.
West Branch Capital first reported a position in iShares North American Natural Resources ETF in Q1 2025 and has held it in 6 quarters since.
West Branch Capital's iShares North American Natural Resources ETF position peaked at $9.19K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.