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

Cooper Financial Group’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
2026
Q3 		$509K Sell
8,259
-14,339
-63% -$891K 0.04% 259
2026
Q2 		$1.27M Buy
22,598
+523
+2% +$31.7K 0.11% 138
2026
Q1 		$1.39M Buy
+22,075
New +$1.29M 0.14% 120

Other funds holding IGE

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Cooper Financial Group's IGE Position: Q3 2026 in Review

Cooper Financial Group reduced its iShares North American Natural Resources ETF (IGE) stake by 63% in Q3 2026, selling an estimated $891K and leaving 8,259 shares worth $509K. The position accounts for 0.04% of the portfolio, ranked #259.

Cooper Financial Group first reported a position in IGE in Q1 2026 and has held it in 3 quarters since. The position peaked at $1.39M in Q1 2026. 12 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

  • Cooper Financial Group held 8,259 shares of iShares North American Natural Resources ETF worth $509K as of Q3 2026.
  • Cooper Financial Group sold 14,339 iShares North American Natural Resources ETF shares in Q3 2026, an estimated $891K.
  • iShares North American Natural Resources ETF made up 0.04% of Cooper Financial Group's portfolio in Q3 2026, its #259 holding.
  • Cooper Financial Group first reported a position in iShares North American Natural Resources ETF in Q1 2026 and has held it in 3 quarters since.
  • Cooper Financial Group's iShares North American Natural Resources ETF position peaked at $1.39M in Q1 2026.
  • 12 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on Cooper Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.