MinichMacGregor Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

MinichMacGregor Wealth 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
2026 Q2	–	Sell	-127,042	Closed	-$8M	–	159
2026 Q1	$8M	Buy	+127,042	New	+$7.45M	1.41%	31
2023 Q2	–	Sell	-484,718	Closed	-$19M	–	101
2023 Q1	$19M	Buy	484,718 +49,714	+11%	+$2.01M	6.28%	3
2022 Q4	$17.7M	Buy	435,004 +3,478	+0.8%	+$141K	6.38%	4
2022 Q3	$15M	Buy	431,526 +37,540	+10%	+$1.4M	5.99%	3
2022 Q2	$14.2M	Sell	393,986 -182,450	-32%	-$7.41M	5.84%	3
2022 Q1	$23.3M	Buy	+576,436	New	+$21.1M	7.45%	1

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

MinichMacGregor Wealth Management's IGE Position: Q2 2026 in Review

MinichMacGregor Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q2 2026, closing a stake of 127,042 shares — an estimated $8M sold.

MinichMacGregor Wealth Management first reported a position in IGE in Q1 2022 and held it in 6 quarters. The position peaked at $23.3M in Q1 2022. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

MinichMacGregor Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
MinichMacGregor Wealth Management sold 127,042 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $8M.
MinichMacGregor Wealth Management first reported a position in iShares North American Natural Resources ETF in Q1 2022 and held it in 6 quarters.
MinichMacGregor Wealth Management's iShares North American Natural Resources ETF position peaked at $23.3M in Q1 2022.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.