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

KKM Financial’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	$735K	Buy	13,082 +7,451	+132%	+$451K	0.1%	102
2026 Q1	$283K	Hold	5,631	–	–	0.05%	154
2025 Q4	$283K	Hold	5,631	–	–	0.05%	154
2025 Q3	$276K	Hold	5,631	–	–	0.09%	123
2025 Q2	$249K	Hold	5,631	–	–	0.09%	142
2025 Q1	$256K	Sell	5,631 -2,501	-31%	-$112K	0.11%	130
2024 Q4	$347K	Hold	8,132	–	–	0.14%	118
2024 Q3	$358K	Hold	8,132	–	–	0.18%	104
2024 Q2	$356K	Hold	8,132	–	–	0.17%	114
2024 Q1	$366K	Sell	8,132 -1,500	-16%	-$61.6K	0.18%	116
2023 Q4	$392K	Buy	+9,632	New	+$390K	0.25%	88

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

KKM Financial's IGE Position: Q2 2026 in Review

KKM Financial increased its iShares North American Natural Resources ETF (IGE) stake by 132% in Q2 2026, buying an estimated $451K and bringing the position to 13,082 shares worth $735K. The position accounts for 0.1% of the portfolio, ranked #102.

KKM Financial first reported a position in IGE in Q4 2023 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

KKM Financial held 13,082 shares of iShares North American Natural Resources ETF worth $735K as of Q2 2026.
KKM Financial bought 7,451 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $451K.
iShares North American Natural Resources ETF made up 0.1% of KKM Financial's portfolio in Q2 2026, its #102 holding.
KKM Financial first reported a position in iShares North American Natural Resources ETF in Q4 2023 and has held it in 11 quarters since.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on KKM Financial's 13F filing for Q2 2026, filed 14 Aug 2026.