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Csenge Advisory Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Csenge Advisory 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
2025
Q3 		– Sell
-14,937
Closed -$638K – 728
2025
Q2 		$638K Buy
14,937
+125
+0.8% +$5.36K 0.03% 369
2025
Q1 		$618K Sell
14,812
-780
-5% -$34.8K 0.04% 346
2024
Q4 		$666K Buy
+15,592
New +$705K 0.04% 360

Other funds holding IGE

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Csenge Advisory Group's IGE Position: Q3 2025 in Review

Csenge Advisory Group sold out of iShares North American Natural Resources ETF (IGE) in Q3 2025, closing a stake of 14,937 shares — an estimated $638K sold.

Csenge Advisory Group first reported a position in IGE in Q4 2024 and held it in 3 quarters. The position peaked at $666K in Q4 2024. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2025.

  • Csenge Advisory Group reported no remaining iShares North American Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
  • Csenge Advisory Group sold 14,937 iShares North American Natural Resources ETF shares in Q3 2025, an estimated $638K.
  • Csenge Advisory Group first reported a position in iShares North American Natural Resources ETF in Q4 2024 and held it in 3 quarters.
  • Csenge Advisory Group's iShares North American Natural Resources ETF position peaked at $666K in Q4 2024.
  • 146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2025.

Based on Csenge Advisory Group's 13F filing for Q3 2025, filed 28 Oct 2025.