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

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

CX Institutional's IGE Position: Q2 2026 in Review

CX Institutional reduced its iShares North American Natural Resources ETF (IGE) stake by 7.4% in Q2 2026, selling an estimated $30.9K and leaving 6,385 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #564.

CX Institutional first reported a position in IGE in Q2 2023 and has held it in 11 quarters since. The position peaked at $718K in Q2 2023. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

CX Institutional held 6,385 shares of iShares North American Natural Resources ETF worth $359K as of Q2 2026.
CX Institutional sold 511 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $30.9K.
iShares North American Natural Resources ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #564 holding.
CX Institutional first reported a position in iShares North American Natural Resources ETF in Q2 2023 and has held it in 11 quarters since.
CX Institutional's iShares North American Natural Resources ETF position peaked at $718K in Q2 2023.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.