Nalls Sherbakoff Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Nalls Sherbakoff Group’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
2025 Q4	$52.7K	Hold	1,050	–	–	0.04%	195
2025 Q3	$51.5K	Hold	1,050	–	–	0.03%	206
2025 Q2	$46.5K	Hold	1,050	–	–	0.03%	211
2025 Q1	$47.7K	Buy	+1,050	New	+$46.8K	0.04%	190
2023 Q4	$42.8K	Hold	1,050	–	–	0.04%	178
2023 Q3	$43.7K	Hold	1,050	–	–	0.04%	163
2023 Q2	$38.2K	Hold	1,050	–	–	0.04%	177
2023 Q1	$40.8K	Buy	+1,050	New	+$42.4K	0.04%	177
2018 Q4	$79K	Buy	+2,910	New	+$91.7K	0.13%	95

Other funds holding IGE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Nalls Sherbakoff Group's IGE Position: Q4 2025 in Review

Nalls Sherbakoff Group held its iShares North American Natural Resources ETF (IGE) position steady in Q4 2025 at 1,050 shares worth $52.7K. The position accounts for 0.04% of the portfolio, ranked #195.

Nalls Sherbakoff Group first reported a position in IGE in Q4 2018 and has held it in 9 quarters since. The position peaked at $79K in Q4 2018. 154 funds tracked by Wall St. Rank hold IGE as of Q4 2025.

Nalls Sherbakoff Group held 1,050 shares of iShares North American Natural Resources ETF worth $52.7K as of Q4 2025.
Nalls Sherbakoff Group left its iShares North American Natural Resources ETF share count unchanged in Q4 2025.
iShares North American Natural Resources ETF made up 0.04% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #195 holding.
Nalls Sherbakoff Group first reported a position in iShares North American Natural Resources ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's iShares North American Natural Resources ETF position peaked at $79K in Q4 2018.
154 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.