Avantax Advisory Services’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
22,682
-904
| -4% | -$40K | 0.01% | 1173 |
|
|
2025
Q1 | $1.07M | Sell |
23,586
-12,295
| -34% | -$559K | 0.01% | 1047 |
|
|
2024
Q4 | $1.53M | Buy |
35,881
+3,049
| +9% | +$130K | 0.01% | 849 |
|
|
2024
Q3 | $1.45M | Sell |
32,832
-3,239
| -9% | -$143K | 0.01% | 832 |
|
|
2024
Q2 | $1.59M | Sell |
36,071
-3,117
| -8% | -$137K | 0.01% | 755 |
|
|
2024
Q1 | $1.76M | Sell |
39,188
-13,215
| -25% | -$595K | 0.02% | 568 |
|
|
2023
Q4 | $2.13M | Buy |
52,403
+13,666
| +35% | +$556K | 0.02% | 482 |
|
|
2023
Q3 | $1.61M | Buy |
38,737
+2,869
| +8% | +$119K | 0.02% | 531 |
|
|
2023
Q2 | $1.39M | Buy |
35,868
+1,901
| +6% | +$73.8K | 0.02% | 573 |
|
|
2023
Q1 | $1.33M | Sell |
33,967
-16,717
| -33% | -$655K | 0.02% | 570 |
|
|
2022
Q4 | $2.06M | Buy |
50,684
+16,337
| +48% | +$664K | 0.03% | 420 |
|
|
2022
Q3 | $1.19M | Sell |
34,347
-835
| -2% | -$29K | 0.02% | 505 |
|
|
2022
Q2 | $1.27M | Buy |
35,182
+2,382
| +7% | +$85.7K | 0.02% | 488 |
|
|
2022
Q1 | $1.33M | Sell |
32,800
-12,095
| -27% | -$489K | 0.02% | 469 |
|
|
2021
Q4 | $1.41M | Buy |
44,895
+18,910
| +73% | +$595K | 0.02% | 434 |
|
|
2021
Q3 | $761K | Buy |
25,985
+8,166
| +46% | +$239K | 0.01% | 569 |
|
|
2021
Q2 | $542K | Buy |
17,819
+3,697
| +26% | +$112K | 0.01% | 678 |
|
|
2021
Q1 | $392K | Buy |
14,122
+880
| +7% | +$24.4K | 0.01% | 699 |
|
|
2020
Q4 | $309K | Sell |
13,242
-45,310
| -77% | -$1.06M | 0.01% | 708 |
|
|
2020
Q3 | $1.16M | Buy |
58,552
+32,881
| +128% | +$653K | 0.02% | 499 |
|
|
2020
Q2 | $554K | Buy |
25,671
+1,883
| +8% | +$40.6K | 0.02% | 459 |
|
|
2020
Q1 | $395K | Buy |
23,788
+3,005
| +14% | +$49.9K | 0.01% | 495 |
|
|
2019
Q4 | $627K | Buy |
+20,783
| New | +$627K | 0.01% | 418 |
|