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XML Financial’s iShares North American Natural Resources ETF IGE Stock Holding History

XML Financial’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 		$792K Buy
14,105
+735
+5% +$44.5K 0.06% 215
2026
Q1 		$842K Buy
13,370
+327
+3% +$19.2K 0.07% 199
2025
Q4 		$655K Sell
13,043
-405
-3% -$19.9K 0.05% 225
2025
Q3 		$660K Buy
13,448
+899
+7% +$41.8K 0.05% 222
2025
Q2 		$555K Buy
12,549
+453
+4% +$19.4K 0.05% 231
2025
Q1 		$550K Sell
12,096
-458
-4% -$20.4K 0.05% 219
2024
Q4 		$536K Buy
12,554
+121
+1% +$5.47K 0.05% 222
2024
Q3 		$548K Sell
12,433
-47
-0.4% -$2.07K 0.05% 221
2024
Q2 		$549K Sell
12,480
-692
-5% -$31.1K 0.06% 213
2024
Q1 		$593K Buy
13,172
+21
+0.2% +$862 0.06% 205
2023
Q4 		$536K Sell
13,151
-486
-4% -$19.7K 0.06% 207
2023
Q3 		$567K Sell
13,637
-278
-2% -$11.5K 0.07% 194
2023
Q2 		$540K Sell
13,915
-195
-1% -$7.54K 0.06% 208
2023
Q1 		$552K Sell
14,110
-183
-1% -$7.38K 0.07% 202
2022
Q4 		$581K Buy
14,293
+230
+2% +$9.34K 0.07% 195
2022
Q3 		$489K Sell
14,063
-277
-2% -$10.3K 0.07% 199
2022
Q2 		$516K Buy
14,340
+3
+0% +$122 0.12% 135
2022
Q1 		$580K Sell
14,337
-217
-1% -$7.95K 0.07% 191
2021
Q4 		$458K Buy
14,554
+18
+0.1% +$568 0.06% 211
2021
Q3 		$427K Sell
14,536
-232
-2% -$6.67K 0.06% 213
2021
Q2 		$449K Buy
14,768
+1,970
+15% +$58.8K 0.1% 150
2021
Q1 		$353K Buy
12,798
+146
+1% +$3.86K 0.09% 156
2020
Q4 		$295K Sell
12,652
-1,804
-12% -$39.3K 0.08% 167
2020
Q3 		$286K Sell
14,456
-443
-3% -$9.64K 0.09% 153
2020
Q2 		$323K Buy
14,899
+344
+2% +$7.16K 0.11% 139
2020
Q1 		$242K Sell
14,555
-3,701
-20% -$91.7K 0.1% 145
2019
Q4 		$549K Buy
+18,256
New +$533K 0.2% 93

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

XML Financial's IGE Position: Q2 2026 in Review

XML Financial increased its iShares North American Natural Resources ETF (IGE) stake by 5.5% in Q2 2026, buying an estimated $44.5K and bringing the position to 14,105 shares worth $792K. The position accounts for 0.06% of the portfolio, ranked #215.

XML Financial first reported a position in IGE in Q4 2019 and has held it in 27 quarters since. The position peaked at $842K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • XML Financial held 14,105 shares of iShares North American Natural Resources ETF worth $792K as of Q2 2026.
  • XML Financial bought 735 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $44.5K.
  • iShares North American Natural Resources ETF made up 0.06% of XML Financial's portfolio in Q2 2026, its #215 holding.
  • XML Financial first reported a position in iShares North American Natural Resources ETF in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's iShares North American Natural Resources ETF position peaked at $842K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.