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

Clearstead 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
2026 Q2	$365K	Buy	+6,500	New	+$394K	﹤0.01%	860

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

Clearstead Advisors's IGE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 6,500 shares worth $365K. The stake represents ﹤0.01% of the portfolio and ranks #860 among its holdings.

171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Clearstead Advisors held 6,500 shares of iShares North American Natural Resources ETF worth $365K as of Q2 2026.
iShares North American Natural Resources ETF was a new Clearstead Advisors position in Q2 2026.
iShares North American Natural Resources ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #860 holding.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.