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

Atria Wealth Solutions’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
2025 Q2	$517K	Sell	11,418 -17,583	-61%	-$754K	0.01%	896
2025 Q1	$1.32M	Sell	29,001 -3,128	-10%	-$139K	0.02%	781
2024 Q4	$1.37M	Sell	32,129 -28,974	-47%	-$1.31M	0.02%	796
2024 Q3	$2.69M	Sell	61,103 -11,489	-16%	-$506K	0.03%	527
2024 Q2	$3.19M	Buy	72,592 +613	+0.9%	+$27.5K	0.04%	468
2024 Q1	$3.24M	Buy	71,979 +1,401	+2%	+$57.5K	0.04%	467
2023 Q4	$2.87M	Buy	70,578 +1,673	+2%	+$67.7K	0.04%	483
2023 Q3	$2.87M	Buy	68,905 +1,064	+2%	+$43.8K	0.04%	449
2023 Q2	$2.63M	Sell	67,841 -1,348	-2%	-$52.1K	0.04%	481
2023 Q1	$2.71M	Buy	69,189 +6,583	+11%	+$266K	0.04%	440
2022 Q4	$2.55M	Sell	62,606 -3,433	-5%	-$139K	0.04%	432
2022 Q3	$2.3M	Sell	66,039 -39,377	-37%	-$1.47M	0.04%	429
2022 Q2	$3.79M	Buy	105,416 +21,043	+25%	+$854K	0.07%	284
2022 Q1	$3.41M	Buy	+84,373	New	+$3.09M	0.06%	332

Other funds holding IGE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CNC

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Atria Wealth Solutions's IGE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares North American Natural Resources ETF (IGE) stake by 61% in Q2 2025, selling an estimated $754K and leaving 11,418 shares worth $517K. The position accounts for 0.01% of the portfolio, ranked #896.

Atria Wealth Solutions first reported a position in IGE in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.79M in Q2 2022. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

Atria Wealth Solutions held 11,418 shares of iShares North American Natural Resources ETF worth $517K as of Q2 2025.
Atria Wealth Solutions sold 17,583 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $754K.
iShares North American Natural Resources ETF made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #896 holding.
Atria Wealth Solutions first reported a position in iShares North American Natural Resources ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's iShares North American Natural Resources ETF position peaked at $3.79M in Q2 2022.
140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.