Johnson Financial Group Inc (Wisconsin)’s iShares North American Natural Resources ETF IGE Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
2025 Q3	–	Sell	-508	Closed	-$22.5K	–	1080
2025 Q2	$22.5K	Buy	508 +308	+154%	+$13.2K	﹤0.01%	538
2025 Q1	$9.09K	Hold	200	–	–	﹤0.01%	772
2024 Q4	$8.78K	Buy	+200	New	+$9.05K	﹤0.01%	659
2015 Q4	–	Sell	-302	Closed	-$9K	–	801
2015 Q3	$9K	Hold	302	–	–	﹤0.01%	660
2015 Q2	$11K	Hold	302	–	–	﹤0.01%	670
2015 Q1	$11K	Hold	302	–	–	﹤0.01%	674
2014 Q4	$12K	Hold	302	–	–	﹤0.01%	630
2014 Q3	$14K	Hold	302	–	–	﹤0.01%	581
2014 Q2	$15K	Buy	+302	New	+$14.1K	﹤0.01%	570

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CNC

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s IGE Position: Q3 2025 in Review

Johnson Financial Group Inc (Wisconsin) sold out of iShares North American Natural Resources ETF (IGE) in Q3 2025, closing a stake of 508 shares — an estimated $22.5K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in IGE in Q2 2014 and held it in 9 quarters. The position peaked at $22.5K in Q2 2025. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2025.

Johnson Financial Group Inc (Wisconsin) reported no remaining iShares North American Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 508 iShares North American Natural Resources ETF shares in Q3 2025, an estimated $22.5K.
Johnson Financial Group Inc (Wisconsin) first reported a position in iShares North American Natural Resources ETF in Q2 2014 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s iShares North American Natural Resources ETF position peaked at $22.5K in Q2 2025.
146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2025.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2025, filed 13 Nov 2025.