Capital Analysts LLC’s iShares North American Natural Resources ETF IGE Stock Holding History

Capital Analysts LLC’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	$64K	Buy	1,147 +5	+0.4%	+$303	﹤0.01%	939
2026 Q1	$72K	Buy	1,142 +5	+0.4%	+$293	﹤0.01%	869
2025 Q4	$57K	Buy	1,137 +8	+0.7%	+$392	﹤0.01%	893
2025 Q3	$55K	Buy	1,129 +7	+0.6%	+$325	﹤0.01%	858
2025 Q2	$50K	Sell	1,122 -28	-2%	-$1.2K	﹤0.01%	808
2025 Q1	$53K	Buy	1,150 +35	+3%	+$1.56K	﹤0.01%	774
2024 Q4	$48K	Buy	+1,115	New	+$50.4K	﹤0.01%	760
2023 Q4	–	Sell	-282	Closed	-$12K	–	1164
2023 Q3	$12K	Buy	+282	New	+$11.6K	﹤0.01%	854
2018 Q2	–	Sell	-1,298	Closed	-$43K	–	583
2018 Q1	$43K	Sell	1,298 -2,962	-70%	-$102K	0.01%	327
2017 Q4	$151K	Sell	4,260 -6,780	-61%	-$228K	0.02%	201
2017 Q3	$372K	Sell	11,040 -6,217	-36%	-$200K	0.05%	160
2017 Q2	$546K	Sell	17,257 -3,936	-19%	-$129K	0.08%	150
2017 Q1	$726K	Sell	21,193 -7,982	-27%	-$281K	0.11%	130
2016 Q4	$1.05M	Sell	29,175 -7,473	-20%	-$260K	0.18%	92
2016 Q3	$1.26M	Sell	36,648 -14,280	-28%	-$480K	0.24%	81
2016 Q2	$1.69M	Sell	50,928 -12,803	-20%	-$409K	0.34%	75
2016 Q1	$1.89M	Sell	63,731 -16,113	-20%	-$438K	0.38%	73
2015 Q4	$2.25M	Sell	79,844 -5,773	-7%	-$179K	0.46%	54
2015 Q3	$2.49M	Sell	85,617 -2,310	-3%	-$74.3K	0.48%	59
2015 Q2	$3.19M	Buy	87,927 +6,854	+8%	+$265K	0.65%	27
2015 Q1	$3.04M	Buy	81,073 +3,367	+4%	+$127K	0.63%	30
2014 Q4	$2.98M	Buy	77,706 +3,095	+4%	+$125K	0.65%	31
2014 Q3	$3.34M	Buy	74,611 +3,262	+5%	+$157K	0.78%	22
2014 Q2	$3.56M	Buy	71,349 +127	+0.2%	+$5.95K	0.87%	19
2014 Q1	$3.16M	Buy	71,222 +2,201	+3%	+$94.3K	0.83%	22
2013 Q4	$2.99M	Buy	69,021 +871	+1%	+$37.1K	0.81%	24
2013 Q3	$2.82M	Buy	68,150 +1,838	+3%	+$75K	0.85%	24
2013 Q2	$2.54M	Buy	+66,312	New	+$2.62M	0.8%	30

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

Capital Analysts LLC's IGE Position: Q2 2026 in Review

Capital Analysts LLC increased its iShares North American Natural Resources ETF (IGE) stake by 0.44% in Q2 2026, buying an estimated $303 and bringing the position to 1,147 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Capital Analysts LLC first reported a position in IGE in Q2 2013 and has held it in 28 quarters since. The position peaked at $3.56M in Q2 2014. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Capital Analysts LLC held 1,147 shares of iShares North American Natural Resources ETF worth $64K as of Q2 2026.
Capital Analysts LLC bought 5 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $303.
iShares North American Natural Resources ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #939 holding.
Capital Analysts LLC first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 28 quarters since.
Capital Analysts LLC's iShares North American Natural Resources ETF position peaked at $3.56M in Q2 2014.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.