AlphaCore Capital’s iShares North American Natural Resources ETF IGE Stock Holding History

AlphaCore Capital’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 Q1	$3.78K	Sell	60 -100	-63%	-$5.87K	﹤0.01%	1146
2025 Q4	$8.03K	Hold	160	–	–	﹤0.01%	1332
2025 Q3	$7.85K	Hold	160	–	–	﹤0.01%	1004
2025 Q2	$7.08K	Buy	160 +100	+167%	+$4.29K	﹤0.01%	978
2025 Q1	$2.73K	Hold	60	–	–	﹤0.01%	733
2024 Q4	$2.56K	Hold	60	–	–	﹤0.01%	253
2024 Q3	$2.64K	Hold	60	–	–	﹤0.01%	246
2024 Q2	$2.64K	Buy	+60	New	+$2.69K	﹤0.01%	224

Other funds holding IGE

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

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

CNC

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

AlphaCore Capital's IGE Position: Q1 2026 in Review

AlphaCore Capital reduced its iShares North American Natural Resources ETF (IGE) stake by 63% in Q1 2026, selling an estimated $5.87K and leaving 60 shares worth $3.78K. The position accounts for ﹤0.01% of the portfolio, ranked #1146.

AlphaCore Capital first reported a position in IGE in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.03K in Q4 2025. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

AlphaCore Capital held 60 shares of iShares North American Natural Resources ETF worth $3.78K as of Q1 2026.
AlphaCore Capital sold 100 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $5.87K.
iShares North American Natural Resources ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q1 2026, its #1146 holding.
AlphaCore Capital first reported a position in iShares North American Natural Resources ETF in Q2 2024 and has held it in 8 quarters since.
AlphaCore Capital's iShares North American Natural Resources ETF position peaked at $8.03K in Q4 2025.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on AlphaCore Capital's 13F filing for Q1 2026, filed 15 May 2026.