Annis Gardner Whiting Capital Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Annis Gardner Whiting Capital Advisors’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	$12.8K	Hold	203	–	–	﹤0.01%	827
2025 Q4	$10.2K	Hold	203	–	–	﹤0.01%	775
2025 Q3	$9.96K	Hold	203	–	–	﹤0.01%	707
2025 Q2	$8.98K	Hold	203	–	–	﹤0.01%	746
2025 Q1	$9.23K	Hold	203	–	–	﹤0.01%	553
2024 Q4	$8.68K	Hold	203	–	–	﹤0.01%	549
2024 Q3	$8.95K	Hold	203	–	–	﹤0.01%	558
2024 Q2	$8.93K	Sell	203 -203	-50%	-$9.11K	﹤0.01%	700
2024 Q1	$18.3K	Hold	406	–	–	0.01%	570
2023 Q4	$16.5K	Hold	406	–	–	0.01%	425
2023 Q3	$17K	Buy	+406	New	+$16.7K	0.01%	412

Other funds holding IGE

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

Bank of America

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

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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