AWM
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Avior Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-1,687
Closed -$72.1K – 1498
2024
Q4 		$72.1K Hold
1,687
– – ﹤0.01% 1007
2024
Q3 		$74.4K Sell
1,687
-158
-9% -$6.96K ﹤0.01% 977
2024
Q2 		$81.2K Sell
1,845
-572
-24% -$25.7K ﹤0.01% 929
2024
Q1 		$109K Sell
2,417
-436
-15% -$17.9K 0.01% 929
2023
Q4 		$116K Sell
2,853
-1,173
-29% -$47.5K 0.01% 592
2023
Q3 		$167K Sell
4,026
-215
-5% -$8.86K 0.01% 559
2023
Q2 		$165K Sell
4,241
-22
-0.5% -$850 0.01% 564
2023
Q1 		$167K Sell
4,263
-585
-12% -$23.6K 0.01% 557
2022
Q4 		$197K Sell
4,848
-922
-16% -$37.4K 0.01% 467
2022
Q3 		$200K Sell
5,770
-42
-0.7% -$1.56K 0.02% 451
2022
Q2 		$209K Sell
5,812
-216
-4% -$8.77K 0.02% 415
2022
Q1 		$243K Sell
6,028
-130
-2% -$4.76K 0.02% 408
2021
Q4 		$193K Sell
6,158
-872
-12% -$27.5K 0.02% 437
2021
Q3 		$206K Sell
7,030
-494
-7% -$14.2K 0.02% 415
2021
Q2 		$228K Sell
7,524
-123
-2% -$3.67K 0.02% 390
2021
Q1 		$210K Sell
7,647
-1,382
-15% -$36.6K 0.02% 396
2020
Q4 		$210K Sell
9,029
-1,018
-10% -$22.2K 0.03% 374
2020
Q3 		$198K Sell
10,047
-660
-6% -$14.4K 0.03% 374
2020
Q2 		$232K Sell
10,707
-3,654
-25% -$76K 0.04% 364
2020
Q1 		$238K Sell
14,361
-696
-5% -$17.2K 0.05% 312
2019
Q4 		$453K Sell
15,057
-497
-3% -$14.5K 0.07% 243
2019
Q3 		$452K Sell
15,554
-223
-1% -$6.57K 0.08% 234
2019
Q2 		$484K Sell
15,777
-1,124
-7% -$34.4K 0.09% 214
2019
Q1 		$530K Sell
16,901
-410
-2% -$12.5K 0.11% 186
2018
Q4 		$470K Sell
17,311
-468
-3% -$14.7K 0.11% 171
2018
Q3 		$637K Sell
17,779
-25
-0.1% -$903 0.14% 146
2018
Q2 		$656K Sell
17,804
-1,241
-7% -$44.7K 0.15% 138
2018
Q1 		$630K Sell
19,045
-1,157
-6% -$40K 0.15% 140
2017
Q4 		$716K Sell
20,202
-1,944
-9% -$65.5K 0.16% 130
2017
Q3 		$746K Sell
22,146
-2,126
-9% -$68.3K 0.25% 105
2017
Q2 		$768K Sell
24,272
-5,573
-19% -$183K 0.31% 86
2017
Q1 		$1.02M Buy
29,845
+960
+3% +$33.8K 0.34% 94
2016
Q4 		$1.04M Buy
28,885
+188
+0.7% +$6.55K 0.39% 91
2016
Q3 		$989K Buy
28,697
+234
+0.8% +$7.87K 0.39% 88
2016
Q2 		$946K Buy
28,463
+147
+0.5% +$4.7K 0.4% 89
2016
Q1 		$842K Buy
28,316
+1,384
+5% +$37.6K 0.37% 91
2015
Q4 		$758K Buy
26,932
+663
+3% +$20.6K 0.41% 81
2015
Q3 		$763K Sell
26,269
-122
-0.5% -$3.93K 0.45% 75
2015
Q2 		$957K Buy
26,391
+85
+0.3% +$3.29K 0.75% 33
2015
Q1 		$988K Buy
26,306
+1,723
+7% +$65K 0.76% 31
2014
Q4 		$942K Buy
24,583
+683
+3% +$27.7K 0.75% 30
2014
Q3 		$1.07M Buy
23,900
+1,438
+6% +$69.3K 0.91% 28
2014
Q2 		$1.12M Buy
22,462
+4,494
+25% +$210K 0.94% 27
2014
Q1 		$796K Buy
17,968
+2,965
+20% +$127K 0.67% 33
2013
Q4 		$651K Buy
+15,003
New +$640K 0.62% 36

Other funds holding IGE

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Avior Wealth Management's IGE Position: Q1 2025 in Review

Avior Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q1 2025, closing a stake of 1,687 shares — an estimated $72.1K sold.

Avior Wealth Management first reported a position in IGE in Q4 2013 and held it in 45 quarters. The position peaked at $1.12M in Q2 2014. 147 funds tracked by Wall St. Rank hold IGE as of Q1 2025.

  • Avior Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,687 iShares North American Natural Resources ETF shares in Q1 2025, an estimated $72.1K.
  • Avior Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2013 and held it in 45 quarters.
  • Avior Wealth Management's iShares North American Natural Resources ETF position peaked at $1.12M in Q2 2014.
  • 147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.