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Catherine Avery Investment Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Catherine Avery Investment Management’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 		$15.7K Hold
254
– – 0.01% 104
2026
Q2 		$14.3K Buy
+254
New +$15.4K 0.01% 109

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
Avidian Wealth Enterprises
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 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
CX Institutional
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

Catherine Avery Investment Management's IGE Position: Q3 2026 in Review

Catherine Avery Investment Management held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2026 at 254 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #104.

Catherine Avery Investment Management first reported a position in IGE in Q2 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

  • Catherine Avery Investment Management held 254 shares of iShares North American Natural Resources ETF worth $15.7K as of Q3 2026.
  • Catherine Avery Investment Management 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 Catherine Avery Investment Management's portfolio in Q3 2026, its #104 holding.
  • Catherine Avery Investment Management first reported a position in iShares North American Natural Resources ETF in Q2 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on Catherine Avery Investment Management's 13F filing for Q3 2026, filed 14 Oct 2026.