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

Allworth 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	$80.7K	Buy	1,436 +3	+0.2%	+$182	﹤0.01%	2096
2026 Q1	$90.2K	Buy	1,433 +1	+0.1%	+$59	﹤0.01%	1902
2025 Q4	$71.9K	Sell	1,432 -111	-7%	-$5.44K	﹤0.01%	1956
2025 Q3	$75.7K	Buy	1,543 +4	+0.3%	+$186	﹤0.01%	1844
2025 Q2	$68.1K	Buy	1,539 +369	+32%	+$15.8K	﹤0.01%	1759
2025 Q1	$49.6K	Sell	1,170 -91	-7%	-$4.06K	﹤0.01%	1554
2024 Q4	$57.5K	Buy	1,261 +1,161	+1,161%	+$52.5K	﹤0.01%	1510
2024 Q3	$4.42K	Hold	100	–	–	﹤0.01%	2624
2024 Q2	$4.49K	Buy	100 +1	+1%	+$45	﹤0.01%	2568
2024 Q1	$4.47K	Sell	99 -178	-64%	-$7.31K	﹤0.01%	2451
2023 Q4	$11.3K	Sell	277 -326	-54%	-$13.2K	﹤0.01%	1935
2023 Q3	$25.1K	Sell	603 -44	-7%	-$1.81K	﹤0.01%	1389
2023 Q2	$25.1K	Buy	647 +2	+0.3%	+$77	﹤0.01%	1404
2023 Q1	$25.3K	Buy	+645	New	+$26K	﹤0.01%	1325
2021 Q1	–	Sell	-192	Closed	-$4K	–	1552
2020 Q4	$4K	Buy	+192	New	+$4.18K	﹤0.01%	1024
2018 Q3	–	Sell	-119	Closed	-$4K	–	938
2018 Q2	$4K	Buy	+119	New	+$4.29K	﹤0.01%	674

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

Allworth Financial's IGE Position: Q2 2026 in Review

Allworth Financial increased its iShares North American Natural Resources ETF (IGE) stake by 0.21% in Q2 2026, buying an estimated $182 and bringing the position to 1,436 shares worth $80.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2096.

Allworth Financial first reported a position in IGE in Q2 2018 and has held it in 16 quarters since. The position peaked at $90.2K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Allworth Financial held 1,436 shares of iShares North American Natural Resources ETF worth $80.7K as of Q2 2026.
Allworth Financial bought 3 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $182.
iShares North American Natural Resources ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2096 holding.
Allworth Financial first reported a position in iShares North American Natural Resources ETF in Q2 2018 and has held it in 16 quarters since.
Allworth Financial's iShares North American Natural Resources ETF position peaked at $90.2K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.