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Custom Portfolio Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Custom Portfolio 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
2024
Q2 		$22K Hold
500
– – 0.02% 140
2024
Q1 		$22.5K Hold
500
– – 0.02% 138
2023
Q4 		$20.4K Buy
+500
New +$20.2K 0.02% 137

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Custom Portfolio Group's IGE Position: Q2 2024 in Review

Custom Portfolio Group held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2024 at 500 shares worth $22K. The position accounts for 0.02% of the portfolio, ranked #140.

Custom Portfolio Group first reported a position in IGE in Q4 2023 and has held it in 3 quarters since. The position peaked at $22.5K in Q1 2024. 134 funds tracked by Wall St. Rank hold IGE as of Q2 2024.

  • Custom Portfolio Group held 500 shares of iShares North American Natural Resources ETF worth $22K as of Q2 2024.
  • Custom Portfolio Group left its iShares North American Natural Resources ETF share count unchanged in Q2 2024.
  • iShares North American Natural Resources ETF made up 0.02% of Custom Portfolio Group's portfolio in Q2 2024, its #140 holding.
  • Custom Portfolio Group first reported a position in iShares North American Natural Resources ETF in Q4 2023 and has held it in 3 quarters since.
  • Custom Portfolio Group's iShares North American Natural Resources ETF position peaked at $22.5K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.