Bellwether Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Bellwether Advisors’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 Q3	–	Sell	-300	Closed	-$13.3K	–	336
2025 Q2	$13.3K	Hold	300	–	–	﹤0.01%	341
2025 Q1	$13.6K	Hold	300	–	–	﹤0.01%	299
2024 Q4	$12.8K	Buy	+300	New	+$13.6K	﹤0.01%	322
2023 Q2	–	Sell	-915	Closed	-$35.8K	–	258
2023 Q1	$35.8K	Hold	915	–	–	0.01%	209
2022 Q4	$37.2K	Hold	915	–	–	0.01%	206
2022 Q3	$31K	Buy	+915	New	+$34.1K	0.01%	194

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bellwether Advisors's IGE Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares North American Natural Resources ETF (IGE) in Q3 2025, closing a stake of 300 shares — an estimated $13.3K sold.

Bellwether Advisors first reported a position in IGE in Q3 2022 and held it in 6 quarters. The position peaked at $37.2K in Q4 2022. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2025.

Bellwether Advisors reported no remaining iShares North American Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
Bellwether Advisors sold 300 iShares North American Natural Resources ETF shares in Q3 2025, an estimated $13.3K.
Bellwether Advisors first reported a position in iShares North American Natural Resources ETF in Q3 2022 and held it in 6 quarters.
Bellwether Advisors's iShares North American Natural Resources ETF position peaked at $37.2K in Q4 2022.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.