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

Coppell Advisory Solutions’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 Q1	–	Sell	-4,647	Closed	-$197K	–	1054
2024 Q4	$197K	Sell	4,647 -3,340	-42%	-$151K	0.03%	278
2024 Q3	$351K	Sell	7,987 -3,212	-29%	-$142K	0.05%	200
2024 Q2	$493K	Buy	+11,199	New	+$503K	0.08%	154
2023 Q4	$628K	Buy	15,432 +3,241	+27%	+$131K	0.13%	142
2023 Q3	$496K	Sell	12,191 -2,420	-17%	-$99.7K	0.17%	112
2023 Q2	$563K	Buy	14,611 +2,637	+22%	+$102K	0.16%	117
2023 Q1	$465K	Sell	11,974 -217	-2%	-$8.76K	0.15%	129
2022 Q4	$496K	Buy	+12,191	New	+$495K	0.17%	115
2020 Q4	$1.2M	Buy	+51,518	New	+$1.12M	0.61%	43

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 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

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

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

Coppell Advisory Solutions's IGE Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of iShares North American Natural Resources ETF (IGE) in Q1 2025, closing a stake of 4,647 shares — an estimated $197K sold.

Coppell Advisory Solutions first reported a position in IGE in Q4 2020 and held it in 9 quarters. The position peaked at $1.2M in Q4 2020. 147 funds tracked by Wall St. Rank hold IGE as of Q1 2025.

Coppell Advisory Solutions reported no remaining iShares North American Natural Resources ETF position as of Q1 2025 after selling out during the quarter.
Coppell Advisory Solutions sold 4,647 iShares North American Natural Resources ETF shares in Q1 2025, an estimated $197K.
Coppell Advisory Solutions first reported a position in iShares North American Natural Resources ETF in Q4 2020 and held it in 9 quarters.
Coppell Advisory Solutions's iShares North American Natural Resources ETF position peaked at $1.2M in Q4 2020.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.