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

Capital 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
2024 Q4	–	Sell	-148	Closed	-$6.52K	–	970
2024 Q3	$6.52K	Hold	148	–	–	﹤0.01%	878
2024 Q2	$6.51K	Hold	148	–	–	﹤0.01%	857
2024 Q1	$6.66K	Hold	148	–	–	﹤0.01%	846
2023 Q4	$6.03K	Hold	148	–	–	﹤0.01%	868
2023 Q3	$6.16K	Hold	148	–	–	﹤0.01%	828
2023 Q2	$5.75K	Hold	148	–	–	﹤0.01%	781
2023 Q1	$5.8K	Hold	148	–	–	﹤0.01%	769
2022 Q4	$6.02K	Hold	148	–	–	﹤0.01%	782
2022 Q3	$5K	Hold	148	–	–	﹤0.01%	731
2022 Q2	$5K	Hold	148	–	–	﹤0.01%	755
2022 Q1	$6K	Hold	148	–	–	﹤0.01%	770
2021 Q4	$5K	Hold	148	–	–	﹤0.01%	762
2021 Q3	$4K	Hold	148	–	–	﹤0.01%	721
2021 Q2	$5K	Hold	148	–	–	﹤0.01%	737
2021 Q1	$4K	Hold	148	–	–	﹤0.01%	694
2020 Q4	$3K	Hold	148	–	–	﹤0.01%	674
2020 Q3	$3K	Hold	148	–	–	﹤0.01%	595
2020 Q2	$3K	Hold	148	–	–	﹤0.01%	530
2020 Q1	$2K	Hold	148	–	–	﹤0.01%	532
2019 Q4	$4K	Hold	148	–	–	﹤0.01%	511
2019 Q3	$4K	Hold	148	–	–	﹤0.01%	1169
2019 Q2	$5K	Hold	148	–	–	﹤0.01%	1130
2019 Q1	$5K	Hold	148	–	–	﹤0.01%	971
2018 Q4	$4K	Buy	+148	New	+$4.66K	﹤0.01%	969

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

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

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Capital Investment Advisory Services's IGE Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of iShares North American Natural Resources ETF (IGE) in Q4 2024, closing a stake of 148 shares — an estimated $6.52K sold.

Capital Investment Advisory Services first reported a position in IGE in Q4 2018 and held it in 24 quarters. The position peaked at $6.66K in Q1 2024. 142 funds tracked by Wall St. Rank hold IGE as of Q4 2024.

Capital Investment Advisory Services reported no remaining iShares North American Natural Resources ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 148 iShares North American Natural Resources ETF shares in Q4 2024, an estimated $6.52K.
Capital Investment Advisory Services first reported a position in iShares North American Natural Resources ETF in Q4 2018 and held it in 24 quarters.
Capital Investment Advisory Services's iShares North American Natural Resources ETF position peaked at $6.66K in Q1 2024.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.