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

Horizon 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
2026 Q1	$48.7K	Buy	774 +375	+94%	+$22K	﹤0.01%	1134
2025 Q4	$20K	Buy	399 +366	+1,109%	+$17.9K	﹤0.01%	1149
2025 Q3	$1.62K	Hold	33	–	–	﹤0.01%	1097
2025 Q2	$1.46K	Hold	33	–	–	﹤0.01%	1038
2025 Q1	$1.5K	Hold	33	–	–	﹤0.01%	754
2024 Q4	$1.41K	Hold	33	–	–	﹤0.01%	772
2024 Q3	$1.45K	Hold	33	–	–	﹤0.01%	743
2024 Q2	$1.45K	Buy	33 +7	+27%	+$314	﹤0.01%	714
2024 Q1	$1.17K	Hold	26	–	–	﹤0.01%	729
2023 Q4	$1.06K	Hold	26	–	–	﹤0.01%	669
2023 Q3	$1.08K	Buy	26 +2	+8%	+$82	﹤0.01%	688
2023 Q2	$932	Hold	24	–	–	﹤0.01%	667
2023 Q1	$940	Buy	+24	New	+$968	﹤0.01%	666

Other funds holding IGE

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

Bank of America

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

Citizens & Northern Corp Wellsboro, Pennsylvania $401M AUM 21.13% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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