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 Q3	$6.2M	Sell	100,640 -3,669	-4%	-$228K	0.95%	26
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

Zeit Capital Greenwood Village, Colorado $163M AUM 11.7% 1-Year Est. Return

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Secure Asset Management Troy, Michigan $753M AUM 20.9% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Clune & Associates's IGE Position: Q3 2026 in Review

Clune & Associates reduced its iShares North American Natural Resources ETF (IGE) stake by 3.5% in Q3 2026, selling an estimated $228K and leaving 100,640 shares worth $6.2M. The position accounts for 0.95% of the portfolio, ranked #26.

Clune & Associates first reported a position in IGE in Q4 2024 and has held it in 8 quarters since. 30 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

Clune & Associates held 100,640 shares of iShares North American Natural Resources ETF worth $6.2M as of Q3 2026.
Clune & Associates sold 3,669 iShares North American Natural Resources ETF shares in Q3 2026, an estimated $228K.
iShares North American Natural Resources ETF made up 0.95% of Clune & Associates's portfolio in Q3 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 8 quarters since.
30 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on Clune & Associates's 13F filing for Q3 2026, filed 8 Oct 2026.