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

Aptus 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 Q2	$81.5K	Hold	1,450	–	–	﹤0.01%	1294
2026 Q1	$91.3K	Hold	1,450	–	–	﹤0.01%	1169
2025 Q4	$72.8K	Hold	1,450	–	–	﹤0.01%	1232
2025 Q3	$71.1K	Hold	1,450	–	–	﹤0.01%	1177
2025 Q2	$64.2K	Hold	1,450	–	–	﹤0.01%	1149
2025 Q1	$65.9K	Hold	1,450	–	–	﹤0.01%	1072
2024 Q4	$62K	Hold	1,450	–	–	﹤0.01%	1071
2024 Q3	$63.9K	Sell	1,450 -39	-3%	-$1.72K	﹤0.01%	899
2024 Q2	$65.5K	Buy	1,489 +1,450	+3,718%	+$65.1K	﹤0.01%	866
2024 Q1	$1.75K	Buy	+39	New	+$1.6K	﹤0.01%	1136

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

Aptus Capital Advisors's IGE Position: Q2 2026 in Review

Aptus Capital Advisors held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 1,450 shares worth $81.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Aptus Capital Advisors first reported a position in IGE in Q1 2024 and has held it in 10 quarters since. The position peaked at $91.3K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Aptus Capital Advisors held 1,450 shares of iShares North American Natural Resources ETF worth $81.5K as of Q2 2026.
Aptus Capital Advisors 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 Aptus Capital Advisors's portfolio in Q2 2026, its #1294 holding.
Aptus Capital Advisors first reported a position in iShares North American Natural Resources ETF in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's iShares North American Natural Resources ETF position peaked at $91.3K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.