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 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

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

MJT & Associates Financial Advisory's IGE Position: Q2 2026 in Review

MJT & Associates Financial Advisory held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 400 shares worth $22.5K. The position accounts for 0.01% of the portfolio, ranked #124.

MJT & Associates Financial Advisory first reported a position in IGE in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.2K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

MJT & Associates Financial Advisory held 400 shares of iShares North American Natural Resources ETF worth $22.5K as of Q2 2026.
MJT & Associates Financial Advisory left its iShares North American Natural Resources ETF share count unchanged in Q2 2026.
iShares North American Natural Resources ETF made up 0.01% of MJT & Associates Financial Advisory's portfolio in Q2 2026, its #124 holding.
MJT & Associates Financial Advisory first reported a position in iShares North American Natural Resources ETF in Q1 2025 and has held it in 6 quarters since.
MJT & Associates Financial Advisory's iShares North American Natural Resources ETF position peaked at $25.2K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q2 2026, filed 6 Jul 2026.