Atria Investments’s iShares North American Natural Resources ETF IGE Stock Holding History

Atria Investments’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	$490K	Buy	+8,727	New	+$528K	﹤0.01%	1537
2023 Q2	–	Sell	-39,615	Closed	-$1.55M	–	856
2023 Q1	$1.55M	Buy	39,615 +4,131	+12%	+$167K	0.03%	637
2022 Q4	$1.44M	Buy	35,484 +2,023	+6%	+$82.1K	0.03%	622
2022 Q3	$1.16M	Sell	33,461 -797	-2%	-$29.7K	0.03%	671
2022 Q2	$1.23M	Sell	34,258 -1,842	-5%	-$74.8K	0.03%	670
2022 Q1	$1.46M	Buy	+36,100	New	+$1.32M	0.03%	690
2018 Q3	–	Sell	-61,485	Closed	-$2.27M	–	1007
2018 Q2	$2.27M	Buy	+61,485	New	+$2.22M	0.1%	209
2017 Q4	–	Sell	-19,880	Closed	-$669K	–	848
2017 Q3	$669K	Buy	19,880 +1,027	+5%	+$33K	0.04%	396
2017 Q2	$597K	Sell	18,853 -412	-2%	-$13.5K	0.04%	393
2017 Q1	$660K	Sell	19,265 -13,802	-42%	-$486K	0.04%	337
2016 Q4	$1.19M	Buy	33,067 +4,505	+16%	+$157K	0.09%	220
2016 Q3	$984K	Sell	28,562 -49,712	-64%	-$1.67M	0.09%	193
2016 Q2	$2.59M	Buy	78,274 +57,207	+272%	+$1.83M	0.28%	52
2016 Q1	$626K	Buy	+21,067	New	+$572K	0.07%	206
2014 Q4	–	Sell	-16,193	Closed	-$725K	–	436
2014 Q3	$725K	Buy	16,193 +9,263	+134%	+$446K	0.07%	226
2014 Q2	$346K	Buy	+6,930	New	+$325K	0.03%	318

Other funds holding IGE

CNC

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

WAP

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Atria Investments's IGE Position: Q2 2026 in Review

Atria Investments opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 8,727 shares worth $490K. The stake represents ﹤0.01% of the portfolio and ranks #1537 among its holdings. This is a return to the name: Atria Investments previously reported a position in IGE as recently as Q1 2023.

Atria Investments first reported a position in IGE in Q2 2014 and has held it in 16 quarters since. The position peaked at $2.59M in Q2 2016. 57 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Atria Investments held 8,727 shares of iShares North American Natural Resources ETF worth $490K as of Q2 2026.
iShares North American Natural Resources ETF was a new Atria Investments position in Q2 2026.
iShares North American Natural Resources ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1537 holding.
Atria Investments first reported a position in iShares North American Natural Resources ETF in Q2 2014 and has held it in 16 quarters since.
Atria Investments's iShares North American Natural Resources ETF position peaked at $2.59M in Q2 2016.
57 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.