Concurrent Investment Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
9,429
-44,686
| -83% | -$1.98M | 0.01% | 911 |
|
|
2025
Q1 | $2.46M | Buy |
54,115
+5,018
| +10% | +$228K | 0.06% | 327 |
|
|
2024
Q4 | $2.1M | Buy |
49,097
+391
| +0.8% | +$16.7K | 0.06% | 311 |
|
|
2024
Q3 | $2.15M | Buy |
48,706
+3,106
| +7% | +$137K | 0.06% | 294 |
|
|
2024
Q2 | $2.01M | Buy |
45,600
+4,511
| +11% | +$198K | 0.07% | 275 |
|
|
2024
Q1 | $1.85M | Buy |
+41,089
| New | +$1.85M | 0.07% | 254 |
|