Congress Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Congress Wealth Management’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 Q2	–	Sell	-33,684	Closed	-$1.53M	–	1197
2025 Q1	$1.53M	Sell	33,684 -993	-3%	-$44.3K	0.02%	550
2024 Q4	$1.48M	Buy	34,677 +198	+0.6%	+$8.96K	0.02%	456
2024 Q3	$1.52M	Sell	34,479 -23,309	-40%	-$1.03M	0.02%	460
2024 Q2	$2.54M	Sell	57,788 -750	-1%	-$33.7K	0.04%	326
2024 Q1	$2.63M	Buy	58,538 +99	+0.2%	+$4.06K	0.05%	286
2023 Q4	$2.38M	Buy	58,439 +658	+1%	+$26.6K	0.04%	295
2023 Q3	$2.4M	Buy	+57,781	New	+$2.38M	0.05%	281

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Congress Wealth Management's IGE Position: Q2 2025 in Review

Congress Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2025, closing a stake of 33,684 shares — an estimated $1.53M sold.

Congress Wealth Management first reported a position in IGE in Q3 2023 and held it in 7 quarters. The position peaked at $2.63M in Q1 2024. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

Congress Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
Congress Wealth Management sold 33,684 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $1.53M.
Congress Wealth Management first reported a position in iShares North American Natural Resources ETF in Q3 2023 and held it in 7 quarters.
Congress Wealth Management's iShares North American Natural Resources ETF position peaked at $2.63M in Q1 2024.
140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.