Avantax Advisory Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Avantax Advisory Services’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	$1M	Sell	22,682 -904	-4%	-$38.8K	0.01%	1173
2025 Q1	$1.07M	Sell	23,586 -12,295	-34%	-$548K	0.01%	1047
2024 Q4	$1.53M	Buy	35,881 +3,049	+9%	+$138K	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%	-$140K	0.01%	755
2024 Q1	$1.76M	Sell	39,188 -13,215	-25%	-$542K	0.02%	568
2023 Q4	$2.13M	Buy	52,403 +13,666	+35%	+$553K	0.02%	482
2023 Q3	$1.61M	Buy	38,737 +2,869	+8%	+$118K	0.02%	531
2023 Q2	$1.39M	Buy	35,868 +1,901	+6%	+$73.5K	0.02%	573
2023 Q1	$1.33M	Sell	33,967 -16,717	-33%	-$674K	0.02%	570
2022 Q4	$2.06M	Buy	50,684 +16,337	+48%	+$663K	0.03%	420
2022 Q3	$1.19M	Sell	34,347 -835	-2%	-$31.1K	0.02%	505
2022 Q2	$1.27M	Buy	35,182 +2,382	+7%	+$96.7K	0.02%	488
2022 Q1	$1.33M	Sell	32,800 -12,095	-27%	-$443K	0.02%	469
2021 Q4	$1.41M	Buy	44,895 +18,910	+73%	+$596K	0.02%	434
2021 Q3	$761K	Buy	25,985 +8,166	+46%	+$235K	0.01%	569
2021 Q2	$542K	Buy	17,819 +3,697	+26%	+$110K	0.01%	678
2021 Q1	$392K	Buy	14,122 +880	+7%	+$23.3K	0.01%	699
2020 Q4	$309K	Sell	13,242 -45,310	-77%	-$987K	0.01%	708
2020 Q3	$1.16M	Buy	58,552 +32,881	+128%	+$716K	0.02%	499
2020 Q2	$554K	Buy	25,671 +1,883	+8%	+$39.2K	0.02%	459
2020 Q1	$395K	Buy	23,788 +3,005	+14%	+$74.4K	0.01%	495
2019 Q4	$627K	Buy	+20,783	New	+$606K	0.01%	418

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avantax Advisory Services's IGE Position: Q2 2025 in Review

Avantax Advisory Services reduced its iShares North American Natural Resources ETF (IGE) stake by 3.8% in Q2 2025, selling an estimated $38.8K and leaving 22,682 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #1173.

Avantax Advisory Services first reported a position in IGE in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.13M in Q4 2023. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

Avantax Advisory Services held 22,682 shares of iShares North American Natural Resources ETF worth $1M as of Q2 2025.
Avantax Advisory Services sold 904 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $38.8K.
iShares North American Natural Resources ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1173 holding.
Avantax Advisory Services first reported a position in iShares North American Natural Resources ETF in Q4 2019 and has held it in 23 quarters since.
Avantax Advisory Services's iShares North American Natural Resources ETF position peaked at $2.13M in Q4 2023.
140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.