Barnes Wealth Management Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Barnes Wealth Management Group’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	$305K	Sell	5,422 -119	-2%	-$7.2K	0.14%	143
2026 Q1	$349K	Buy	5,541 +39	+0.7%	+$2.29K	0.18%	124
2025 Q4	$276K	Buy	5,502 +241	+5%	+$11.8K	0.15%	136
2025 Q3	$258K	Buy	5,261 +402	+8%	+$18.7K	0.14%	139
2025 Q2	$215K	Buy	4,859 +160	+3%	+$6.86K	0.13%	151
2025 Q1	$214K	Buy	+4,699	New	+$210K	0.14%	141

Other funds holding IGE

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

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barnes Wealth Management Group's IGE Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its iShares North American Natural Resources ETF (IGE) stake by 2.1% in Q2 2026, selling an estimated $7.2K and leaving 5,422 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #143.

Barnes Wealth Management Group first reported a position in IGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $349K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Barnes Wealth Management Group held 5,422 shares of iShares North American Natural Resources ETF worth $305K as of Q2 2026.
Barnes Wealth Management Group sold 119 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $7.2K.
iShares North American Natural Resources ETF made up 0.14% of Barnes Wealth Management Group's portfolio in Q2 2026, its #143 holding.
Barnes Wealth Management Group first reported a position in iShares North American Natural Resources ETF in Q1 2025 and has held it in 6 quarters since.
Barnes Wealth Management Group's iShares North American Natural Resources ETF position peaked at $349K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Barnes Wealth Management Group's 13F filing for Q2 2026, filed 24 Jul 2026.