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Lunt Capital Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Lunt Capital Management’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
2024
Q2 		– Sell
-8,844
Closed -$398K – 89
2024
Q1 		$398K Buy
+8,844
New +$363K 0.2% 66

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Lunt Capital Management's IGE Position: Q2 2024 in Review

Lunt Capital Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2024, closing a stake of 8,844 shares — an estimated $398K sold.

Lunt Capital Management first reported a position in IGE in Q1 2024 and held it in 1 quarter. The position peaked at $398K in Q1 2024. 134 funds tracked by Wall St. Rank hold IGE as of Q2 2024.

  • Lunt Capital Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
  • Lunt Capital Management sold 8,844 iShares North American Natural Resources ETF shares in Q2 2024, an estimated $398K.
  • Lunt Capital Management first reported a position in iShares North American Natural Resources ETF in Q1 2024 and held it in 1 quarter.
  • Lunt Capital Management's iShares North American Natural Resources ETF position peaked at $398K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2024.

Based on Lunt Capital Management's 13F filing for Q2 2024, filed 19 Jul 2024.