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 Q3	$395K	Buy	6,407 +22	+0.3%	+$1.37K	0.01%	532
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

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

MAFA

MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return

CAIM

Catherine Avery Investment Management Longboat Key, Florida $116M AUM 31.75% 1-Year Est. Return

CX Institutional's IGE Position: Q3 2026 in Review

CX Institutional increased its iShares North American Natural Resources ETF (IGE) stake by 0.34% in Q3 2026, buying an estimated $1.37K and bringing the position to 6,407 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #532.

CX Institutional first reported a position in IGE in Q2 2023 and has held it in 12 quarters since. The position peaked at $718K in Q2 2023. 14 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

CX Institutional held 6,407 shares of iShares North American Natural Resources ETF worth $395K as of Q3 2026.
CX Institutional bought 22 iShares North American Natural Resources ETF shares in Q3 2026, an estimated $1.37K.
iShares North American Natural Resources ETF made up 0.01% of CX Institutional's portfolio in Q3 2026, its #532 holding.
CX Institutional first reported a position in iShares North American Natural Resources ETF in Q2 2023 and has held it in 12 quarters since.
CX Institutional's iShares North American Natural Resources ETF position peaked at $718K in Q2 2023.
14 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.