Gradient Investments’s iShares North American Natural Resources ETF IGE Stock Holding History

Gradient Investments’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	-44	Closed	-$1.79K	–	1522
2023 Q4	$1.79K	Hold	44	–	–	﹤0.01%	1253
2023 Q3	$1.83K	Hold	44	–	–	﹤0.01%	1203
2023 Q2	$1.71K	Hold	44	–	–	﹤0.01%	1199
2023 Q1	$1.72K	Hold	44	–	–	﹤0.01%	1130
2022 Q4	$1.79K	Hold	44	–	–	﹤0.01%	1108
2022 Q3	$2K	Hold	44	–	–	﹤0.01%	1144
2022 Q2	$2K	Hold	44	–	–	﹤0.01%	1047
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	1039
2021 Q4	$1K	Hold	44	–	–	﹤0.01%	1152
2021 Q3	$1K	Hold	44	–	–	﹤0.01%	1079
2021 Q2	$1K	Hold	44	–	–	﹤0.01%	1077
2021 Q1	$1K	Sell	44 -109	-71%	-$2.88K	﹤0.01%	1086
2020 Q4	$3K	Hold	153	–	–	﹤0.01%	886
2020 Q3	$3K	Sell	153 -144	-48%	-$3.13K	﹤0.01%	892
2020 Q2	$6K	Buy	297 +109	+58%	+$2.27K	﹤0.01%	715
2020 Q1	$3K	Buy	188 +144	+327%	+$3.57K	﹤0.01%	854
2019 Q4	$1K	Hold	44	–	–	﹤0.01%	1020
2019 Q3	$1K	Hold	44	–	–	﹤0.01%	1010
2019 Q2	$1K	Hold	44	–	–	﹤0.01%	950
2019 Q1	$1K	Hold	44	–	–	﹤0.01%	795
2018 Q4	$1K	Sell	44 -76	-63%	-$2.39K	﹤0.01%	871
2018 Q3	$15K	Buy	120 +76	+173%	+$2.75K	﹤0.01%	554
2018 Q2	$2K	Hold	44	–	–	﹤0.01%	822
2018 Q1	$1K	Hold	44	–	–	﹤0.01%	908
2017 Q4	$2K	Buy	+44	New	+$1.48K	﹤0.01%	819
2017 Q3	–	Sell	-44	Closed	-$1K	–	457
2017 Q2	$1K	Hold	44	–	–	﹤0.01%	734
2017 Q1	$2K	Hold	44	–	–	﹤0.01%	685
2016 Q4	$2K	Hold	44	–	–	﹤0.01%	620
2016 Q3	$2K	Hold	44	–	–	﹤0.01%	615
2016 Q2	$1K	Hold	44	–	–	﹤0.01%	656
2016 Q1	$1K	Hold	44	–	–	﹤0.01%	666
2015 Q4	$1K	Hold	44	–	–	﹤0.01%	628
2015 Q3	$1K	Hold	44	–	–	﹤0.01%	543
2015 Q2	$2K	Hold	44	–	–	﹤0.01%	527
2015 Q1	$2K	Hold	44	–	–	﹤0.01%	541
2014 Q4	$2K	Hold	44	–	–	﹤0.01%	487
2014 Q3	$2K	Hold	44	–	–	﹤0.01%	414
2014 Q2	$2K	Hold	44	–	–	﹤0.01%	430
2014 Q1	$2K	Hold	44	–	–	﹤0.01%	443
2013 Q4	$2K	Hold	44	–	–	﹤0.01%	509
2013 Q3	$2K	Sell	44 -214	-83%	-$8.74K	﹤0.01%	410
2013 Q2	$10K	Buy	+258	New	+$10.2K	﹤0.01%	268

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

Gradient Investments's IGE Position: Q1 2024 in Review

Gradient Investments sold out of iShares North American Natural Resources ETF (IGE) in Q1 2024, closing a stake of 44 shares — an estimated $1.79K sold.

Gradient Investments first reported a position in IGE in Q2 2013 and held it in 42 quarters. The position peaked at $15K in Q3 2018. 142 funds tracked by Wall St. Rank hold IGE as of Q1 2024.

Gradient Investments reported no remaining iShares North American Natural Resources ETF position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 44 iShares North American Natural Resources ETF shares in Q1 2024, an estimated $1.79K.
Gradient Investments first reported a position in iShares North American Natural Resources ETF in Q2 2013 and held it in 42 quarters.
Gradient Investments's iShares North American Natural Resources ETF position peaked at $15K in Q3 2018.
142 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.