FIC
IGE icon

Family Investment Center’s iShares North American Natural Resources ETF IGE Stock Holding History

Family Investment Center’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 		$1.02M Buy
18,137
+1,704
+10% +$103K 0.17% 41
2026
Q1 		$1.03M Buy
+16,433
New +$964K 0.2% 34

Other funds holding IGE

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
LPL Financial
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
ZC
Zeit Capital Greenwood Village, Colorado $166M AUM 18.77% 1-Year Est. Return

Family Investment Center's IGE Position: Q2 2026 in Review

Family Investment Center increased its iShares North American Natural Resources ETF (IGE) stake by 10% in Q2 2026, buying an estimated $103K and bringing the position to 18,137 shares worth $1.02M. The position accounts for 0.17% of the portfolio, ranked #41.

Family Investment Center first reported a position in IGE in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.03M in Q1 2026. 94 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Family Investment Center held 18,137 shares of iShares North American Natural Resources ETF worth $1.02M as of Q2 2026.
  • Family Investment Center bought 1,704 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $103K.
  • iShares North American Natural Resources ETF made up 0.17% of Family Investment Center's portfolio in Q2 2026, its #41 holding.
  • Family Investment Center first reported a position in iShares North American Natural Resources ETF in Q1 2026 and has held it in 2 quarters since.
  • Family Investment Center's iShares North American Natural Resources ETF position peaked at $1.03M in Q1 2026.
  • 94 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Family Investment Center's 13F filing for Q2 2026, filed 23 Jul 2026.