AssetMark Inc’s iShares North American Natural Resources ETF IGE Stock Holding History

AssetMark Inc’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	$1.27M	Sell	22,582 -41,224	-65%	-$2.5M	﹤0.01%	1045
2026 Q1	$4.02M	Sell	63,806 -920,533	-94%	-$54M	0.01%	726
2025 Q4	$49.4M	Sell	984,339 -66,379	-6%	-$3.25M	0.1%	163
2025 Q3	$51.5M	Sell	1,050,718 -49,429	-4%	-$2.3M	0.11%	152
2025 Q2	$48.7M	Buy	1,100,147 +15,955	+1%	+$684K	0.11%	155
2025 Q1	$49.3M	Sell	1,084,192 -122,528	-10%	-$5.46M	0.14%	142
2024 Q4	$51.6M	Buy	+1,206,720	New	+$54.6M	0.14%	138
2016 Q2	–	Sell	-94	Closed	-$3K	–	1218
2016 Q1	$3K	Buy	+94	New	+$2.55K	﹤0.01%	1031

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

AssetMark Inc's IGE Position: Q2 2026 in Review

AssetMark Inc reduced its iShares North American Natural Resources ETF (IGE) stake by 65% in Q2 2026, selling an estimated $2.5M and leaving 22,582 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

AssetMark Inc first reported a position in IGE in Q1 2016 and has held it in 8 quarters since. The position peaked at $51.6M in Q4 2024. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

AssetMark Inc held 22,582 shares of iShares North American Natural Resources ETF worth $1.27M as of Q2 2026.
AssetMark Inc sold 41,224 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $2.5M.
iShares North American Natural Resources ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1045 holding.
AssetMark Inc first reported a position in iShares North American Natural Resources ETF in Q1 2016 and has held it in 8 quarters since.
AssetMark Inc's iShares North American Natural Resources ETF position peaked at $51.6M in Q4 2024.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.