CoreCap Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

CoreCap Advisors’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 Q2	$2.81K	Hold	50	–	–	﹤0.01%	2449
2026 Q1	$3.15K	Hold	50	–	–	﹤0.01%	2301
2025 Q4	$2.51K	Hold	50	–	–	﹤0.01%	2415
2025 Q3	$2.45K	Hold	50	–	–	﹤0.01%	2341
2025 Q2	$2.21K	Hold	50	–	–	﹤0.01%	2293
2025 Q1	$2.27K	Hold	50	–	–	﹤0.01%	2314
2024 Q4	$2.14K	Hold	50	–	–	﹤0.01%	2207
2024 Q3	$2.2K	Buy	+50	New	+$2.2K	﹤0.01%	2169
2024 Q2	–	Sell	-50	Closed	-$2.25K	–	2074
2024 Q1	$2.25K	Buy	+50	New	+$2.05K	﹤0.01%	2102
2022 Q4	$2.03K	Buy	+50	New	+$2.03K	﹤0.01%	1933
2022 Q3	–	Sell	-625	Closed	-$23K	–	1244
2022 Q2	$23K	Buy	+625	New	+$25.4K	﹤0.01%	1193

Other funds holding IGE

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

Secure Asset Management Troy, Michigan $711M AUM 27.91% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return