Creative Planning’s iShares North American Natural Resources ETF IGE Stock Holding History

Creative Planning’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	$509K	Buy	9,067 +614	+7%	+$37.2K	﹤0.01%	3169
2026 Q1	$532K	Buy	8,453 +100	+1%	+$5.87K	﹤0.01%	2988
2025 Q4	$419K	Hold	8,353	–	–	﹤0.01%	2990
2025 Q3	$410K	Buy	8,353 +813	+11%	+$37.8K	﹤0.01%	2894
2025 Q2	$334K	Buy	7,540 +773	+11%	+$33.1K	﹤0.01%	2810
2025 Q1	$308K	Buy	+6,767	New	+$302K	﹤0.01%	2735
2020 Q4	–	Sell	-43,160	Closed	-$855K	–	2402
2020 Q3	$855K	Buy	+43,160	New	+$939K	﹤0.01%	867
2017 Q3	–	Sell	-3,197	Closed	-$101K	–	2743
2017 Q2	$101K	Hold	3,197	–	–	﹤0.01%	1987
2017 Q1	$110K	Sell	3,197 -134	-4%	-$4.71K	﹤0.01%	1889
2016 Q4	$120K	Sell	3,331 -247	-7%	-$8.61K	﹤0.01%	1739
2016 Q3	$123K	Sell	3,578 -532	-13%	-$17.9K	﹤0.01%	1707
2016 Q2	$137K	Buy	4,110 +180	+5%	+$5.75K	﹤0.01%	1468
2016 Q1	$117K	Buy	3,930 +498	+15%	+$13.5K	﹤0.01%	1531
2015 Q4	$97K	Sell	3,432 -1,705	-33%	-$53K	﹤0.01%	1648
2015 Q3	$149K	Buy	+5,137	New	+$165K	﹤0.01%	1352
2015 Q2	–	Sell	-4,121	Closed	-$155K	–	1978
2015 Q1	$155K	Buy	4,121 +340	+9%	+$12.8K	﹤0.01%	1327
2014 Q4	$145K	Buy	3,781 +192	+5%	+$7.78K	﹤0.01%	1329
2014 Q3	$161K	Buy	3,589 +149	+4%	+$7.18K	﹤0.01%	1183
2014 Q2	$172K	Buy	3,440 +10	+0.3%	+$468	﹤0.01%	1112
2014 Q1	$152K	Sell	3,430 -1,548	-31%	-$66.3K	﹤0.01%	1140
2013 Q4	$216K	Buy	4,978 +121	+2%	+$5.16K	﹤0.01%	832
2013 Q3	$201K	Buy	4,857 +776	+19%	+$31.7K	﹤0.01%	766
2013 Q2	$156K	Buy	+4,081	New	+$161K	﹤0.01%	760

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAP

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Creative Planning's IGE Position: Q2 2026 in Review

Creative Planning increased its iShares North American Natural Resources ETF (IGE) stake by 7.3% in Q2 2026, buying an estimated $37.2K and bringing the position to 9,067 shares worth $509K. The position accounts for ﹤0.01% of the portfolio, ranked #3169.

Creative Planning first reported a position in IGE in Q2 2013 and has held it in 23 quarters since. The position peaked at $855K in Q3 2020. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Creative Planning held 9,067 shares of iShares North American Natural Resources ETF worth $509K as of Q2 2026.
Creative Planning bought 614 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $37.2K.
iShares North American Natural Resources ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3169 holding.
Creative Planning first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 23 quarters since.
Creative Planning's iShares North American Natural Resources ETF position peaked at $855K in Q3 2020.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.