Independent Financial Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Independent Financial Group’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	–	Sell	-4,845	Closed	-$243K	–	1485
2025 Q4	$243K	Buy	4,845 +166	+4%	+$8.14K	0.01%	1250
2025 Q3	$230K	Buy	4,679 +51	+1%	+$2.37K	0.01%	1222
2025 Q2	$205K	Buy	+4,628	New	+$198K	0.01%	1218
2023 Q2	–	Sell	-8,554	Closed	-$335K	–	899
2023 Q1	$335K	Sell	8,554 -2,052	-19%	-$82.8K	0.03%	566
2022 Q4	$431K	Buy	10,606 +271	+3%	+$11K	0.04%	456
2022 Q3	$359K	Sell	10,335 -2,791	-21%	-$104K	0.03%	491
2022 Q2	$472K	Buy	13,126 +7,758	+145%	+$315K	0.05%	399
2022 Q1	$217K	Buy	+5,368	New	+$197K	0.02%	710

Other funds holding IGE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

WAP

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

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Independent Financial Group's IGE Position: Q1 2026 in Review

Independent Financial Group sold out of iShares North American Natural Resources ETF (IGE) in Q1 2026, closing a stake of 4,845 shares — an estimated $243K sold.

Independent Financial Group first reported a position in IGE in Q1 2022 and held it in 8 quarters. The position peaked at $472K in Q2 2022. 174 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Independent Financial Group reported no remaining iShares North American Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
Independent Financial Group sold 4,845 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $243K.
Independent Financial Group first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 8 quarters.
Independent Financial Group's iShares North American Natural Resources ETF position peaked at $472K in Q2 2022.
174 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Independent Financial Group's 13F filing for Q1 2026, filed 5 May 2026.