MJT & Associates Financial Advisory’s iShares North American Natural Resources ETF IGE Stock Holding History

MJT & Associates Financial Advisory’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 Q3	$24.7K	Hold	400	–	–	0.02%	104
2026 Q2	$22.5K	Hold	400	–	–	0.01%	124
2026 Q1	$25.2K	Hold	400	–	–	0.02%	106
2025 Q4	$20.1K	Hold	400	–	–	0.02%	125
2025 Q3	$19.6K	Hold	400	–	–	0.02%	126
2025 Q2	$17.7K	Hold	400	–	–	0.02%	157
2025 Q1	$18.2K	Buy	+400	New	+$17.8K	0.02%	154

Other funds holding IGE

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

Mezzasalma Advisors Tinton Falls, New Jersey $493M AUM 39.08% 1-Year Est. Return

CFG

Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

MJT & Associates Financial Advisory's IGE Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2026 at 400 shares worth $24.7K. The position accounts for 0.02% of the portfolio, ranked #104.

MJT & Associates Financial Advisory first reported a position in IGE in Q1 2025 and has held it in 7 quarters since. The position peaked at $25.2K in Q1 2026. 15 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

MJT & Associates Financial Advisory held 400 shares of iShares North American Natural Resources ETF worth $24.7K as of Q3 2026.
MJT & Associates Financial Advisory left its iShares North American Natural Resources ETF share count unchanged in Q3 2026.
iShares North American Natural Resources ETF made up 0.02% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #104 holding.
MJT & Associates Financial Advisory first reported a position in iShares North American Natural Resources ETF in Q1 2025 and has held it in 7 quarters since.
MJT & Associates Financial Advisory's iShares North American Natural Resources ETF position peaked at $25.2K in Q1 2026.
15 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.