Clune & Associates’s iShares North American Natural Resources ETF IGE Stock Holding History

Clune & Associates’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	$5.86M	Buy	104,309 +7,352	+8%	+$445K	0.89%	26
2026 Q1	$6.1M	Buy	96,957 +7,198	+8%	+$422K	1.15%	23
2025 Q4	$4.51M	Buy	89,759 +13,220	+17%	+$648K	0.97%	31
2025 Q3	$3.75M	Sell	76,539 -2,878	-4%	-$134K	0.94%	33
2025 Q2	$3.51M	Sell	79,417 -2,701	-3%	-$116K	0.96%	32
2025 Q1	$3.73M	Buy	82,118 +8,655	+12%	+$386K	1.15%	27
2024 Q4	$3.14M	Buy	+73,463	New	+$3.32M	1.04%	30

Other funds holding IGE

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

WCM

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Clune & Associates's IGE Position: Q2 2026 in Review

Clune & Associates increased its iShares North American Natural Resources ETF (IGE) stake by 7.6% in Q2 2026, buying an estimated $445K and bringing the position to 104,309 shares worth $5.86M. The position accounts for 0.89% of the portfolio, ranked #26.

Clune & Associates first reported a position in IGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.1M in Q1 2026. 23 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Clune & Associates held 104,309 shares of iShares North American Natural Resources ETF worth $5.86M as of Q2 2026.
Clune & Associates bought 7,352 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $445K.
iShares North American Natural Resources ETF made up 0.89% of Clune & Associates's portfolio in Q2 2026, its #26 holding.
Clune & Associates first reported a position in iShares North American Natural Resources ETF in Q4 2024 and has held it in 7 quarters since.
Clune & Associates's iShares North American Natural Resources ETF position peaked at $6.1M in Q1 2026.
23 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Clune & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.