DHK Financial Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $290K | Buy |
6,563
+38
| +0.6% | +$1.68K | 0.17% | 80 |
|
|
2025
Q1 | $297K | Buy |
6,525
+35
| +0.5% | +$1.59K | 0.16% | 80 |
|
|
2024
Q4 | $277K | Buy |
6,490
+42
| +0.7% | +$1.8K | 0.17% | 77 |
|
|
2024
Q3 | $284K | Buy |
6,448
+47
| +0.7% | +$2.07K | 0.17% | 72 |
|
|
2024
Q2 | $282K | Sell |
6,401
-10,516
| -62% | -$463K | 0.2% | 69 |
|
|
2024
Q1 | $761K | Buy |
16,917
+84
| +0.5% | +$3.78K | 0.54% | 49 |
|
|
2023
Q4 | $685K | Buy |
16,833
+259
| +2% | +$10.5K | 0.51% | 42 |
|
|
2023
Q3 | $695K | Hold |
16,574
| – | – | 0.62% | 37 |
|
|
2023
Q2 | $643K | Buy |
16,574
+100
| +0.6% | +$3.88K | 0.55% | 42 |
|
|
2023
Q1 | $645K | Sell |
16,474
-2,852
| -15% | -$112K | 0.8% | 28 |
|
|
2022
Q4 | $786K | Buy |
19,326
+378
| +2% | +$15.4K | 1.09% | 24 |
|
|
2022
Q3 | $659K | Buy |
18,948
+1
| +0% | +$35 | 1.08% | 24 |
|
|
2022
Q2 | $682K | Buy |
18,947
+111
| +0.6% | +$4K | 0.65% | 26 |
|
|
2022
Q1 | $762K | Buy |
18,836
+102
| +0.5% | +$4.13K | 0.64% | 27 |
|
|
2021
Q4 | $590K | Buy |
+18,734
| New | +$590K | 0.56% | 28 |
|