Advisor Resource Council’s iShares North American Natural Resources ETF IGE Stock Holding History

Advisor Resource Council’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
2025 Q3	–	Sell	-29,142	Closed	-$1.29M	–	102
2025 Q2	$1.29M	Hold	29,142	–	–	0.5%	33
2025 Q1	$1.32K	Buy	+29,142	New	+$1.3M	﹤0.01%	580
2024 Q4	–	Sell	-40,370	Closed	-$1.78M	–	161
2024 Q3	$1.78M	Buy	40,370 +11,185	+38%	+$493K	0.8%	24
2024 Q2	$1.28K	Sell	29,185 -7,845	-21%	-$352K	﹤0.01%	43
2024 Q1	$1.51M	Buy	+37,030	New	+$1.52M	0.64%	31
2023 Q4	–	Sell	-21,205	Closed	-$882K	–	504
2023 Q3	$882K	Buy	21,205 +3,080	+17%	+$127K	0.46%	38
2023 Q2	$704K	Buy	18,125 +475	+3%	+$18.4K	0.32%	55
2023 Q1	$717K	Buy	+17,650	New	+$712K	0.18%	144

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Advisor Resource Council's IGE Position: Q3 2025 in Review

Advisor Resource Council sold out of iShares North American Natural Resources ETF (IGE) in Q3 2025, closing a stake of 29,142 shares — an estimated $1.29M sold.

Advisor Resource Council first reported a position in IGE in Q1 2023 and held it in 8 quarters. The position peaked at $1.78M in Q3 2024. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2025.

Advisor Resource Council reported no remaining iShares North American Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
Advisor Resource Council sold 29,142 iShares North American Natural Resources ETF shares in Q3 2025, an estimated $1.29M.
Advisor Resource Council first reported a position in iShares North American Natural Resources ETF in Q1 2023 and held it in 8 quarters.
Advisor Resource Council's iShares North American Natural Resources ETF position peaked at $1.78M in Q3 2024.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2025.

Based on Advisor Resource Council's 13F filing for Q3 2025, filed 13 Nov 2025.