Concourse Financial Group Securities’s iShares North American Natural Resources ETF IGE Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-1,589	Closed	-$72.5K	–	998
2024 Q4	$72.5K	Buy	1,589 +65	+4%	+$2.94K	﹤0.01%	1049
2024 Q3	$67.2K	Hold	1,524	–	–	﹤0.01%	1069
2024 Q2	$67.1K	Hold	1,524	–	–	﹤0.01%	1064
2024 Q1	$68.6K	Hold	1,524	–	–	﹤0.01%	1061
2023 Q4	$62.1K	Buy	1,524 +76	+5%	+$3.08K	﹤0.01%	1061
2023 Q3	$60.7K	Buy	1,448 +1,238	+590%	+$51K	﹤0.01%	1008
2023 Q2	$8.15K	Buy	+210	New	+$8.12K	﹤0.01%	1710
2020 Q4	–	Sell	-660	Closed	-$14.4K	–	2324
2020 Q3	$13K	Hold	660	–	–	﹤0.01%	1489
2020 Q2	$14K	Hold	660	–	–	﹤0.01%	1406
2020 Q1	$11K	Hold	660	–	–	﹤0.01%	1424
2019 Q4	$20K	Buy	+660	New	+$19.3K	﹤0.01%	1250
2019 Q3	–	Sell	-660	Closed	-$19.4K	–	1936
2019 Q2	$20K	Hold	660	–	–	﹤0.01%	1247
2019 Q1	$20K	Hold	660	–	–	﹤0.01%	1271
2018 Q4	$17K	Buy	660 +300	+83%	+$9.45K	﹤0.01%	1226
2018 Q3	$13K	Buy	+360	New	+$13K	﹤0.01%	1007

Other funds holding IGE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CNC

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Concourse Financial Group Securities's IGE Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares North American Natural Resources ETF (IGE) in Q1 2025, closing a stake of 1,589 shares — an estimated $72.5K sold.

Concourse Financial Group Securities first reported a position in IGE in Q3 2018 and held it in 15 quarters. The position peaked at $72.5K in Q4 2024. 147 funds tracked by Wall St. Rank hold IGE as of Q1 2025.

Concourse Financial Group Securities reported no remaining iShares North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Concourse Financial Group Securities sold 1,589 iShares North American Natural Resources ETF shares in Q1 2025, an estimated $72.5K.
Concourse Financial Group Securities first reported a position in iShares North American Natural Resources ETF in Q3 2018 and held it in 15 quarters.
Concourse Financial Group Securities's iShares North American Natural Resources ETF position peaked at $72.5K in Q4 2024.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.