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

Beacon Investment 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
2026
Q3 		$136K Hold
2,210
– – 0.01% 288
2026
Q2 		$124K Hold
2,210
– – ﹤0.01% 304
2026
Q1 		$139K Buy
+2,210
New +$130K 0.01% 288

Other funds holding IGE

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
MA
Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

Beacon Investment Advisory Services's IGE Position: Q3 2026 in Review

Beacon Investment Advisory Services held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2026 at 2,210 shares worth $136K. The position accounts for 0.01% of the portfolio, ranked #288.

Beacon Investment Advisory Services first reported a position in IGE in Q1 2026 and has held it in 3 quarters since. The position peaked at $139K in Q1 2026. 15 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

  • Beacon Investment Advisory Services held 2,210 shares of iShares North American Natural Resources ETF worth $136K as of Q3 2026.
  • Beacon Investment Advisory Services left its iShares North American Natural Resources ETF share count unchanged in Q3 2026.
  • iShares North American Natural Resources ETF made up 0.01% of Beacon Investment Advisory Services's portfolio in Q3 2026, its #288 holding.
  • Beacon Investment Advisory Services first reported a position in iShares North American Natural Resources ETF in Q1 2026 and has held it in 3 quarters since.
  • Beacon Investment Advisory Services's iShares North American Natural Resources ETF position peaked at $139K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.