Founders Financial Securities’s iShares North American Natural Resources ETF IGE Stock Holding History

Founders Financial Securities’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 Q1	$278K	Sell	4,500 -296	-6%	-$17.4K	0.02%	465
2025 Q4	$241K	Buy	4,796 +688	+17%	+$33.7K	0.01%	518
2025 Q3	$201K	Buy	+4,108	New	+$191K	0.01%	474
2025 Q2	–	Sell	-4,747	Closed	-$202K	–	504
2025 Q1	$202K	Buy	+4,747	New	+$212K	0.02%	443
2024 Q4	–	Sell	-4,680	Closed	-$206K	–	453
2024 Q3	$206K	Hold	4,680	–	–	0.02%	409
2024 Q2	$206K	Hold	4,680	–	–	0.02%	402
2024 Q1	$211K	Buy	+4,680	New	+$192K	0.02%	360

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CNC

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Founders Financial Securities's IGE Position: Q1 2026 in Review

Founders Financial Securities reduced its iShares North American Natural Resources ETF (IGE) stake by 6.2% in Q1 2026, selling an estimated $17.4K and leaving 4,500 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #465.

Founders Financial Securities first reported a position in IGE in Q1 2024 and has held it in 7 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Founders Financial Securities held 4,500 shares of iShares North American Natural Resources ETF worth $278K as of Q1 2026.
Founders Financial Securities sold 296 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $17.4K.
iShares North American Natural Resources ETF made up 0.02% of Founders Financial Securities's portfolio in Q1 2026, its #465 holding.
Founders Financial Securities first reported a position in iShares North American Natural Resources ETF in Q1 2024 and has held it in 7 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.