Focus Partners Wealth’s iShares North American Natural Resources ETF IGE Stock Holding History

Focus Partners Wealth’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	$623K	Buy	11,095 +40	+0.4%	+$2.42K	﹤0.01%	1863
2026 Q1	$696K	Hold	11,055	–	–	﹤0.01%	1774
2025 Q4	$555K	Buy	11,055 +500	+5%	+$24.5K	﹤0.01%	1908
2025 Q3	$518K	Hold	10,555	–	–	﹤0.01%	1601
2025 Q2	$467K	Buy	+10,555	New	+$453K	﹤0.01%	1474

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

Focus Partners Wealth's IGE Position: Q2 2026 in Review

Focus Partners Wealth increased its iShares North American Natural Resources ETF (IGE) stake by 0.36% in Q2 2026, buying an estimated $2.42K and bringing the position to 11,095 shares worth $623K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Focus Partners Wealth first reported a position in IGE in Q2 2025 and has held it in 5 quarters since. The position peaked at $696K in Q1 2026. 170 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Focus Partners Wealth held 11,095 shares of iShares North American Natural Resources ETF worth $623K as of Q2 2026.
Focus Partners Wealth bought 40 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $2.42K.
iShares North American Natural Resources ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1863 holding.
Focus Partners Wealth first reported a position in iShares North American Natural Resources ETF in Q2 2025 and has held it in 5 quarters since.
Focus Partners Wealth's iShares North American Natural Resources ETF position peaked at $696K in Q1 2026.
170 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.