Congress Wealth Management’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 | – | Sell |
-33,684
| Closed | -$1.53M | – | 1197 |
|
|
2025
Q1 | $1.53M | Sell |
33,684
-993
| -3% | -$45.2K | 0.02% | 550 |
|
|
2024
Q4 | $1.48M | Buy |
34,677
+198
| +0.6% | +$8.46K | 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% | -$33K | 0.04% | 326 |
|
|
2024
Q1 | $2.63M | Buy |
58,538
+99
| +0.2% | +$4.45K | 0.05% | 286 |
|
|
2023
Q4 | $2.38M | Buy |
58,439
+658
| +1% | +$26.8K | 0.04% | 295 |
|
|
2023
Q3 | $2.4M | Buy |
+57,781
| New | +$2.4M | 0.05% | 281 |
|