Glassman Wealth Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-500	Closed	-$20.4K	–	956
2023 Q4	$20.4K	Hold	500	–	–	﹤0.01%	682
2023 Q3	$20.8K	Buy	+500	New	+$20.6K	﹤0.01%	648
2023 Q1	–	Sell	-500	Closed	-$20.3K	–	1939
2022 Q4	$20.3K	Hold	500	–	–	﹤0.01%	661
2022 Q3	$17K	Hold	500	–	–	﹤0.01%	667
2022 Q2	$18K	Hold	500	–	–	﹤0.01%	659
2022 Q1	$20K	Hold	500	–	–	﹤0.01%	648
2021 Q4	$16K	Hold	500	–	–	﹤0.01%	672
2021 Q3	$15K	Hold	500	–	–	﹤0.01%	656
2021 Q2	$15K	Hold	500	–	–	﹤0.01%	651
2021 Q1	$14K	Hold	500	–	–	﹤0.01%	629
2020 Q4	$12K	Hold	500	–	–	﹤0.01%	671
2020 Q3	$10K	Hold	500	–	–	﹤0.01%	609
2020 Q2	$11K	Hold	500	–	–	﹤0.01%	475
2020 Q1	$8K	Hold	500	–	–	﹤0.01%	456
2019 Q4	$15K	Buy	+500	New	+$14.6K	0.01%	425

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

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

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

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

EWM

Executive Wealth Management Brighton, Michigan $1.28B AUM 16.54% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Glassman Wealth Services's IGE Position: Q1 2024 in Review

Glassman Wealth Services sold out of iShares North American Natural Resources ETF (IGE) in Q1 2024, closing a stake of 500 shares — an estimated $20.4K sold.

Glassman Wealth Services first reported a position in IGE in Q4 2019 and held it in 15 quarters. The position peaked at $20.8K in Q3 2023. 142 funds tracked by Wall St. Rank hold IGE as of Q1 2024.

Glassman Wealth Services reported no remaining iShares North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 500 iShares North American Natural Resources ETF shares in Q1 2024, an estimated $20.4K.
Glassman Wealth Services first reported a position in iShares North American Natural Resources ETF in Q4 2019 and held it in 15 quarters.
Glassman Wealth Services's iShares North American Natural Resources ETF position peaked at $20.8K in Q3 2023.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.