Avalon Capital Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Avalon Capital Management’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	–	Sell	-3,463	Closed	-$218K	–	137
2026 Q1	$218K	Buy	+3,463	New	+$203K	0.06%	111
2025 Q1	–	Sell	-15,441	Closed	-$660K	–	142
2024 Q4	$660K	Sell	15,441 -2,481	-14%	-$112K	0.21%	72
2024 Q3	$790K	Sell	17,922 -424	-2%	-$18.7K	0.24%	63
2024 Q2	$807K	Sell	18,346 -60,728	-77%	-$2.73M	0.26%	54
2024 Q1	$3.56M	Buy	+79,074	New	+$3.25M	1.46%	21
2023 Q1	–	Sell	-6,994	Closed	-$284K	–	56
2022 Q4	$284K	Buy	+6,994	New	+$284K	0.14%	46
2022 Q3	–	Sell	-184,788	Closed	-$6.65M	–	59
2022 Q2	$6.65M	Sell	184,788 -19,819	-10%	-$804K	2.72%	14
2022 Q1	$8M	Buy	204,607 +5,326	+3%	+$195K	3.07%	12
2021 Q4	$6.27M	Buy	199,281 +2,719	+1%	+$85.8K	2.76%	15
2021 Q3	$5.77M	Buy	196,562 +188,366	+2,298%	+$5.41M	3.24%	14
2021 Q2	$249K	Buy	+8,196	New	+$245K	0.21%	29
2020 Q1	–	Sell	-9,722	Closed	-$293K	–	26
2019 Q4	$293K	Buy	+9,722	New	+$284K	0.36%	26
2018 Q3	–	Sell	-217,833	Closed	-$8.03M	–	51
2018 Q2	$8.03M	Buy	+217,833	New	+$7.85M	7.98%	2
2018 Q1	–	Sell	-20,961	Closed	-$743K	–	65
2017 Q4	$743K	Sell	20,961 -11,483	-35%	-$387K	0.66%	51
2017 Q3	$1.09M	Buy	+32,444	New	+$1.04M	0.76%	55
2017 Q1	–	Sell	-161,364	Closed	-$5.8M	–	92
2016 Q4	$5.8M	Buy	161,364 +38,292	+31%	+$1.33M	4.42%	3
2016 Q3	$4.24M	Sell	123,072 -76,222	-38%	-$2.56M	3.26%	8
2016 Q2	$6.62M	Buy	199,294 +57,614	+41%	+$1.84M	5.18%	2
2016 Q1	$4.21M	Buy	141,680 +93,498	+194%	+$2.54M	3.38%	7
2015 Q4	$1.36M	Buy	+48,182	New	+$1.5M	1.22%	35
2015 Q2	–	Sell	-73,470	Closed	-$2.76M	–	72
2015 Q1	$2.76M	Buy	73,470 +47,125	+179%	+$1.78M	2.23%	19
2014 Q4	$1.01M	Sell	26,345 -600	-2%	-$24.3K	0.78%	33
2014 Q3	$1.21M	Sell	26,945 -5,013	-16%	-$242K	1.01%	31
2014 Q2	$1.6M	Buy	31,958 +2,515	+9%	+$118K	1.33%	27
2014 Q1	$1.3M	Buy	29,443 +5,900	+25%	+$253K	1.05%	34
2013 Q4	$1.02M	Sell	23,543 -8,680	-27%	-$370K	0.86%	36
2013 Q3	$1.33M	Buy	32,223 +8,380	+35%	+$342K	1.32%	22
2013 Q2	$912K	Buy	+23,843	New	+$941K	0.9%	34

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

Clune & Associates Chicago, Illinois $661M AUM 21.51% 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

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

Avalon Capital Management's IGE Position: Q2 2026 in Review

Avalon Capital Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2026, closing a stake of 3,463 shares — an estimated $218K sold.

Avalon Capital Management first reported a position in IGE in Q2 2013 and held it in 28 quarters. The position peaked at $8.03M in Q2 2018. 23 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Avalon Capital Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Avalon Capital Management sold 3,463 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $218K.
Avalon Capital Management first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 28 quarters.
Avalon Capital Management's iShares North American Natural Resources ETF position peaked at $8.03M in Q2 2018.
23 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.