DHK Financial Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

DHK Financial Advisors’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
2025 Q2	$290K	Buy	6,563 +38	+0.6%	+$1.63K	0.17%	80
2025 Q1	$297K	Buy	6,525 +35	+0.5%	+$1.56K	0.16%	80
2024 Q4	$277K	Buy	6,490 +42	+0.7%	+$1.9K	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%	-$472K	0.2%	69
2024 Q1	$761K	Buy	16,917 +84	+0.5%	+$3.45K	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%	+$3.87K	0.55%	42
2023 Q1	$645K	Sell	16,474 -2,852	-15%	-$115K	0.8%	28
2022 Q4	$786K	Buy	19,326 +378	+2%	+$15.3K	1.09%	24
2022 Q3	$659K	Buy	18,948 +1	+0%	+$37	1.08%	24
2022 Q2	$682K	Buy	18,947 +111	+0.6%	+$4.51K	0.65%	26
2022 Q1	$762K	Buy	18,836 +102	+0.5%	+$3.74K	0.64%	27
2021 Q4	$590K	Buy	+18,734	New	+$591K	0.56%	28

Other funds holding IGE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

DHK Financial Advisors's IGE Position: Q2 2025 in Review

DHK Financial Advisors increased its iShares North American Natural Resources ETF (IGE) stake by 0.58% in Q2 2025, buying an estimated $1.63K and bringing the position to 6,563 shares worth $290K. The position accounts for 0.17% of the portfolio, ranked #80.

DHK Financial Advisors first reported a position in IGE in Q4 2021 and has held it in 15 quarters since. The position peaked at $786K in Q4 2022. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

DHK Financial Advisors held 6,563 shares of iShares North American Natural Resources ETF worth $290K as of Q2 2025.
DHK Financial Advisors bought 38 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $1.63K.
iShares North American Natural Resources ETF made up 0.17% of DHK Financial Advisors's portfolio in Q2 2025, its #80 holding.
DHK Financial Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2021 and has held it in 15 quarters since.
DHK Financial Advisors's iShares North American Natural Resources ETF position peaked at $786K in Q4 2022.
140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on DHK Financial Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.