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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
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

Morgan Stanley
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
CNC
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
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
LPL Financial
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
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return