IFP Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.76M | Sell |
27,916
-4,304
| -13% | -$252K | 0.04% | 500 |
|
|
2025
Q4 | $1.62M | Buy |
32,220
+8,905
| +38% | +$437K | 0.04% | 479 |
|
|
2025
Q3 | $1.14M | Buy |
+23,315
| New | +$1.08M | 0.03% | 552 |
|
|
2023
Q3 | – | Sell |
-173
| Closed | -$6.72K | – | 3427 |
|
|
2023
Q2 | $6.72K | Hold |
173
| – | – | ﹤0.01% | 2432 |
|
|
2023
Q1 | $6.38K | Hold |
173
| – | – | ﹤0.01% | 2475 |
|
|
2022
Q4 | $7K | Buy |
173
+73
| +73% | +$2.96K | ﹤0.01% | 3603 |
|
|
2022
Q3 | $4K | Buy |
+100
| New | +$3.72K | ﹤0.01% | 4130 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 3996 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 3710 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 3627 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3485 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3362 |
|
|
2020
Q2 | – | Sell |
-259
| Closed | -$5.39K | – | 3222 |
|
|
2020
Q1 | $4K | Hold |
259
| – | – | ﹤0.01% | 2153 |
|
|
2019
Q4 | $8K | Hold |
259
| – | – | ﹤0.01% | 2017 |
|
|
2019
Q3 | $8K | Buy |
+259
| New | +$7.63K | ﹤0.01% | 2168 |
|
|
2019
Q1 | – | Sell |
-394
| Closed | -$11K | – | 2856 |
|
|
2018
Q4 | $11K | Sell |
394
-398
| -50% | -$12.5K | ﹤0.01% | 2453 |
|
|
2018
Q3 | $28K | Buy |
792
+2
| +0.3% | +$72 | ﹤0.01% | 2252 |
|
|
2018
Q2 | $29K | Buy |
790
+393
| +99% | +$14.2K | ﹤0.01% | 2247 |
|
|
2018
Q1 | $14K | Hold |
397
| – | – | ﹤0.01% | 2596 |
|
|
2017
Q4 | $14K | Sell |
397
-333
| -46% | -$11.2K | ﹤0.01% | 2633 |
|
|
2017
Q3 | $25K | Buy |
730
+1
| +0.1% | +$32 | ﹤0.01% | 2448 |
|
|
2017
Q2 | $23K | Sell |
729
-265
| -27% | -$8.7K | ﹤0.01% | 2496 |
|
|
2017
Q1 | $34K | Buy |
994
+189
| +23% | +$6.65K | ﹤0.01% | 2167 |
|
|
2016
Q4 | $29K | Buy |
805
+1
| +0.1% | +$35 | ﹤0.01% | 2221 |
|
|
2016
Q3 | $28K | Hold |
804
| – | – | ﹤0.01% | 2187 |
|
|
2016
Q2 | $27K | Buy |
+804
| New | +$25.7K | ﹤0.01% | 2150 |
|
|
2016
Q1 | – | Sell |
-2,349
| Closed | -$66K | – | 2861 |
|
|
2015
Q4 | $66K | Buy |
+2,349
| New | +$73K | ﹤0.01% | 1433 |
|
Other funds holding IGE
CNC
WAP
SPIA