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Global Retirement Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Global Retirement Partners’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 		$168K Buy
+2,990
New +$181K ﹤0.01% 1687
2025
Q4 		$230K Buy
4,575
+35
+0.8% +$1.72K ﹤0.01% 1390
2025
Q3 		$223K Buy
4,540
+100
+2% +$4.65K 0.01% 1116
2025
Q2 		$196K Buy
+4,440
New +$190K ﹤0.01% 1099
2024
Q4 		$189K Buy
4,428
+1,494
+51% +$67.6K 0.01% 981
2024
Q3 		$129K Sell
2,934
-569
-16% -$25.1K ﹤0.01% 1103
2024
Q2 		$154K Sell
3,503
-237
-6% -$10.6K ﹤0.01% 999
2024
Q1 		$168K Buy
3,740
+19
+0.5% +$780 0.01% 856
2023
Q4 		$146K Buy
3,721
+26
+0.7% +$1.05K 0.01% 880
2023
Q3 		$146K Buy
3,695
+26
+0.7% +$1.07K 0.01% 791
2023
Q2 		$142K Sell
3,669
-350
-9% -$13.5K 0.01% 814
2023
Q1 		$151K Sell
4,019
-639
-14% -$25.8K 0.01% 778
2022
Q4 		$189K Sell
4,658
-101
-2% -$4.1K 0.01% 604
2022
Q3 		$196K Sell
4,759
-310
-6% -$11.5K 0.01% 567
2022
Q2 		$182K Buy
5,069
+25
+0.5% +$1.01K 0.01% 570
2022
Q1 		$210K Buy
+5,044
New +$185K 0.02% 542
2021
Q4 		– Sell
-5,580
Closed -$164K – 961
2021
Q3 		$164K Sell
5,580
-1,688
-23% -$48.5K 0.02% 515
2021
Q2 		$221K Sell
7,268
-90
-1% -$2.69K 0.02% 432
2021
Q1 		$203K Buy
7,358
+57
+0.8% +$1.51K 0.02% 413
2020
Q4 		$170K Buy
7,301
+57
+0.8% +$1.24K 0.02% 428
2020
Q3 		$143K Sell
7,244
-1,043
-13% -$22.7K 0.02% 419
2020
Q2 		$180K Buy
8,287
+80
+1% +$1.66K 0.03% 371
2020
Q1 		$136K Buy
8,207
+11
+0.1% +$272 0.03% 386
2019
Q4 		$247K Sell
8,196
-374
-4% -$10.9K 0.04% 343
2019
Q3 		$249K Sell
8,570
-514
-6% -$15.1K 0.04% 328
2019
Q2 		$279K Sell
9,084
-1,039
-10% -$31.8K 0.05% 285
2019
Q1 		$318K Sell
10,123
-249
-2% -$7.61K 0.08% 221
2018
Q4 		$282K Buy
10,372
+119
+1% +$3.75K 0.07% 237
2018
Q3 		$368K Sell
10,253
-572
-5% -$20.7K 0.08% 215
2018
Q2 		$399K Buy
10,825
+1,486
+16% +$53.6K 0.1% 188
2018
Q1 		$309K Buy
9,339
+329
+4% +$11.4K 0.09% 221
2017
Q4 		$319K Buy
9,010
+4,987
+124% +$168K 0.09% 201
2017
Q3 		$139K Buy
+4,023
New +$129K 0.06% 278

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Global Retirement Partners's IGE Position: Q2 2026 in Review

Global Retirement Partners opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 2,990 shares worth $168K. The stake represents ﹤0.01% of the portfolio and ranks #1687 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in IGE as recently as Q4 2025.

Global Retirement Partners first reported a position in IGE in Q3 2017 and has held it in 33 quarters since. The position peaked at $399K in Q2 2018. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Global Retirement Partners held 2,990 shares of iShares North American Natural Resources ETF worth $168K as of Q2 2026.
  • iShares North American Natural Resources ETF was a new Global Retirement Partners position in Q2 2026.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1687 holding.
  • Global Retirement Partners first reported a position in iShares North American Natural Resources ETF in Q3 2017 and has held it in 33 quarters since.
  • Global Retirement Partners's iShares North American Natural Resources ETF position peaked at $399K in Q2 2018.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.