AE Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

AE Wealth 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	$3.5K	Hold	62	–	–	﹤0.01%	2511
2026 Q1	$3.92K	Hold	62	–	–	﹤0.01%	2411
2025 Q4	$3.12K	Hold	62	–	–	﹤0.01%	2292
2025 Q3	$3.05K	Sell	62 -127	-67%	-$5.9K	﹤0.01%	2133
2025 Q2	$8.36K	Buy	+189	New	+$8.1K	﹤0.01%	1901
2022 Q3	–	Sell	-36,700	Closed	-$1.32M	–	1805
2022 Q2	$1.32M	Sell	36,700 -735	-2%	-$29.8K	0.01%	798
2022 Q1	$1.51M	Buy	+37,435	New	+$1.37M	0.01%	783

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

AE Wealth Management's IGE Position: Q2 2026 in Review

AE Wealth Management held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 62 shares worth $3.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2511.

AE Wealth Management first reported a position in IGE in Q1 2022 and has held it in 7 quarters since. The position peaked at $1.51M in Q1 2022. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

AE Wealth Management held 62 shares of iShares North American Natural Resources ETF worth $3.5K as of Q2 2026.
AE Wealth Management 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 AE Wealth Management's portfolio in Q2 2026, its #2511 holding.
AE Wealth Management first reported a position in iShares North American Natural Resources ETF in Q1 2022 and has held it in 7 quarters since.
AE Wealth Management's iShares North American Natural Resources ETF position peaked at $1.51M in Q1 2022.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.