CI
IGE icon

CX Institutional’s iShares North American Natural Resources ETF IGE Stock Holding History

CX Institutional’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 		$359K Sell
6,385
-511
-7% -$30.9K 0.01% 564
2026
Q1 		$434K Buy
6,896
+524
+8% +$30.7K 0.01% 503
2025
Q4 		$320K Buy
6,372
+31
+0.5% +$1.52K 0.01% 552
2025
Q3 		$311K Sell
6,341
-47
-0.7% -$2.18K 0.01% 560
2025
Q2 		$283K Buy
6,388
+5,523
+638% +$237K 0.01% 521
2025
Q1 		$39K Buy
+865
New +$38.6K ﹤0.01% 871
2024
Q3 		– Sell
-6,723
Closed -$296K – 572
2024
Q2 		$296K Sell
6,723
-200
-3% -$8.98K 0.01% 463
2024
Q1 		$311K Sell
6,923
-361
-5% -$14.8K 0.02% 445
2023
Q4 		$297K Sell
7,284
-9,237
-56% -$374K 0.02% 407
2023
Q3 		$687K Sell
16,521
-1,967
-11% -$81K 0.04% 291
2023
Q2 		$718K Buy
+18,488
New +$715K 0.04% 315

Other funds holding IGE

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return