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

Westside 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
Q2 		$663K Hold
11,805
– – 0.09% 175
2026
Q1 		$741K Buy
11,805
+3,310
+39% +$194K 0.11% 156
2025
Q4 		$428K Buy
8,495
+200
+2% +$9.8K 0.07% 190
2025
Q3 		$407K Buy
8,295
+100
+1% +$4.65K 0.07% 202
2025
Q2 		$363K Buy
8,195
+6,785
+481% +$291K 0.07% 194
2025
Q1 		$64.4K Buy
+1,410
New +$62.9K 0.01% 365

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Westside Investment Management's IGE Position: Q2 2026 in Review

Westside Investment Management held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 11,805 shares worth $663K. The position accounts for 0.09% of the portfolio, ranked #175.

Westside Investment Management first reported a position in IGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $741K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Westside Investment Management held 11,805 shares of iShares North American Natural Resources ETF worth $663K as of Q2 2026.
  • Westside Investment Management left its iShares North American Natural Resources ETF share count unchanged in Q2 2026.
  • iShares North American Natural Resources ETF made up 0.09% of Westside Investment Management's portfolio in Q2 2026, its #175 holding.
  • Westside Investment Management first reported a position in iShares North American Natural Resources ETF in Q1 2025 and has held it in 6 quarters since.
  • Westside Investment Management's iShares North American Natural Resources ETF position peaked at $741K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.