Creative Planning’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 | $334K | Buy |
7,540
+773
| +11% | +$34.2K | ﹤0.01% | 2801 |
|
2025
Q1 | $308K | Buy |
+6,767
| New | +$308K | ﹤0.01% | 2728 |
|
2020
Q4 | – | Sell |
-43,160
| Closed | -$855K | – | 2146 |
|
2020
Q3 | $855K | Buy |
+43,160
| New | +$855K | ﹤0.01% | 857 |
|
2017
Q3 | – | Sell |
-3,197
| Closed | -$101K | – | 2680 |
|
2017
Q2 | $101K | Hold |
3,197
| – | – | ﹤0.01% | 1974 |
|
2017
Q1 | $110K | Sell |
3,197
-134
| -4% | -$4.61K | ﹤0.01% | 1875 |
|
2016
Q4 | $120K | Sell |
3,331
-247
| -7% | -$8.9K | ﹤0.01% | 1727 |
|
2016
Q3 | $123K | Sell |
3,578
-532
| -13% | -$18.3K | ﹤0.01% | 1696 |
|
2016
Q2 | $137K | Buy |
4,110
+180
| +5% | +$6K | ﹤0.01% | 1462 |
|
2016
Q1 | $117K | Buy |
3,930
+498
| +15% | +$14.8K | ﹤0.01% | 1525 |
|
2015
Q4 | $97K | Sell |
3,432
-1,705
| -33% | -$48.2K | ﹤0.01% | 1634 |
|
2015
Q3 | $149K | Buy |
+5,137
| New | +$149K | ﹤0.01% | 1344 |
|
2015
Q2 | – | Sell |
-4,121
| Closed | -$155K | – | 1894 |
|
2015
Q1 | $155K | Buy |
4,121
+340
| +9% | +$12.8K | ﹤0.01% | 1318 |
|
2014
Q4 | $145K | Buy |
3,781
+192
| +5% | +$7.36K | ﹤0.01% | 1323 |
|
2014
Q3 | $161K | Buy |
3,589
+149
| +4% | +$6.68K | ﹤0.01% | 1180 |
|
2014
Q2 | $172K | Buy |
3,440
+10
| +0.3% | +$500 | ﹤0.01% | 1107 |
|
2014
Q1 | $152K | Sell |
3,430
-1,548
| -31% | -$68.6K | ﹤0.01% | 1139 |
|
2013
Q4 | $216K | Buy |
4,978
+121
| +2% | +$5.25K | ﹤0.01% | 832 |
|
2013
Q3 | $201K | Buy |
4,857
+776
| +19% | +$32.1K | ﹤0.01% | 766 |
|
2013
Q2 | $156K | Buy |
+4,081
| New | +$156K | ﹤0.01% | 760 |
|