Independent Advisor Alliance’s iShares North American Natural Resources ETF IGE Stock Holding History

Independent Advisor Alliance’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	$1.62M	Sell	28,924 -580	-2%	-$35.1K	0.04%	324
2026 Q1	$1.86M	Buy	29,504 +1,958	+7%	+$115K	0.02%	583
2025 Q4	$1.38M	Sell	27,546 -74	-0.3%	-$3.63K	0.03%	383
2025 Q3	$1.35M	Sell	27,620 -13,116	-32%	-$610K	0.04%	375
2025 Q2	$1.8M	Buy	+40,736	New	+$1.75M	0.05%	302

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Independent Advisor Alliance's IGE Position: Q2 2026 in Review

Independent Advisor Alliance reduced its iShares North American Natural Resources ETF (IGE) stake by 2% in Q2 2026, selling an estimated $35.1K and leaving 28,924 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #324.

Independent Advisor Alliance first reported a position in IGE in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.86M in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Independent Advisor Alliance held 28,924 shares of iShares North American Natural Resources ETF worth $1.62M as of Q2 2026.
Independent Advisor Alliance sold 580 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $35.1K.
iShares North American Natural Resources ETF made up 0.04% of Independent Advisor Alliance's portfolio in Q2 2026, its #324 holding.
Independent Advisor Alliance first reported a position in iShares North American Natural Resources ETF in Q2 2025 and has held it in 5 quarters since.
Independent Advisor Alliance's iShares North American Natural Resources ETF position peaked at $1.86M in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.