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Continuum Advisory’s iShares North American Natural Resources ETF IGE Stock Holding History

Continuum Advisory’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
-1,094
Closed -$49.7K – 952
2025
Q1 		$49.7K Buy
1,094
+152
+16% +$6.78K 0.01% 679
2024
Q4 		$40.3K Hold
942
– – 0.01% 701
2024
Q3 		$43.7K Hold
942
– – 0.01% 680
2024
Q2 		$41.4K Hold
942
– – 0.01% 646
2024
Q1 		$43.1K Buy
+942
New +$38.7K 0.01% 628

Other funds holding IGE

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Continuum Advisory's IGE Position: Q2 2025 in Review

Continuum Advisory sold out of iShares North American Natural Resources ETF (IGE) in Q2 2025, closing a stake of 1,094 shares — an estimated $49.7K sold.

Continuum Advisory first reported a position in IGE in Q1 2024 and held it in 5 quarters. The position peaked at $49.7K in Q1 2025. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

  • Continuum Advisory reported no remaining iShares North American Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
  • Continuum Advisory sold 1,094 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $49.7K.
  • Continuum Advisory first reported a position in iShares North American Natural Resources ETF in Q1 2024 and held it in 5 quarters.
  • Continuum Advisory's iShares North American Natural Resources ETF position peaked at $49.7K in Q1 2025.
  • 140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.