CIBC Private Wealth Group’s iShares North American Natural Resources ETF IGE Stock Holding History

CIBC Private Wealth Group’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 Q4	$111K	Buy	+2,209	New	+$108K	﹤0.01%	1461
2025 Q2	–	Sell	-307	Closed	-$11.7K	–	3193
2025 Q1	$11.7K	Buy	+307	New	+$13.7K	﹤0.01%	2186
2022 Q3	–	Sell	-564	Closed	-$20K	–	1040
2022 Q2	$20K	Hold	564	–	–	﹤0.01%	1026
2022 Q1	$23K	Buy	+564	New	+$20.7K	﹤0.01%	1095

Other funds holding IGE

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CIBC Private Wealth Group's IGE Position: Q4 2025 in Review

CIBC Private Wealth Group opened a new position in iShares North American Natural Resources ETF (IGE) in Q4 2025: 2,209 shares worth $111K. The stake represents ﹤0.01% of the portfolio and ranks #1461 among its holdings. This is a return to the name: CIBC Private Wealth Group previously reported a position in IGE as recently as Q1 2025.

CIBC Private Wealth Group first reported a position in IGE in Q1 2022 and has held it in 4 quarters since. 154 funds tracked by Wall St. Rank hold IGE as of Q4 2025.

CIBC Private Wealth Group held 2,209 shares of iShares North American Natural Resources ETF worth $111K as of Q4 2025.
iShares North American Natural Resources ETF was a new CIBC Private Wealth Group position in Q4 2025.
iShares North American Natural Resources ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1461 holding.
CIBC Private Wealth Group first reported a position in iShares North American Natural Resources ETF in Q1 2022 and has held it in 4 quarters since.
154 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.