Nikulski Financial’s iShares North American Natural Resources ETF IGE Stock Holding History

Nikulski Financial’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	$748K	Buy	+13,310	New	+$806K	0.16%	111
2023 Q3	–	Sell	-20,240	Closed	-$786K	–	128
2023 Q2	$786K	Buy	20,240 +5,085	+34%	+$197K	0.32%	75
2023 Q1	$594K	Hold	15,155	–	–	0.26%	87
2022 Q4	$616K	Sell	15,155 -112	-0.7%	-$4.55K	0.29%	80
2022 Q3	$531K	Buy	15,267 +4	+0%	+$149	0.27%	79
2022 Q2	$549K	Sell	15,263 -9,789	-39%	-$397K	0.27%	81
2022 Q1	$1.01M	Buy	+25,052	New	+$918K	0.43%	57
2021 Q3	–	Sell	-30,602	Closed	-$872K	–	123
2021 Q2	$872K	Sell	30,602 -1,173	-4%	-$35K	0.41%	64
2021 Q1	$876K	Buy	+31,775	New	+$841K	0.45%	59
2020 Q4	–	Sell	-39,107	Closed	-$774K	–	112
2020 Q3	$774K	Buy	39,107 +7,501	+24%	+$163K	0.49%	54
2020 Q2	$685K	Buy	+31,606	New	+$658K	0.48%	47

Other funds holding IGE

CNC

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

CMP

Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return

WCP

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

AFG

Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

Nikulski Financial's IGE Position: Q2 2026 in Review

Nikulski Financial opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 13,310 shares worth $748K. The stake represents 0.16% of the portfolio and ranks #111 among its holdings. This is a return to the name: Nikulski Financial previously reported a position in IGE as recently as Q2 2023.

Nikulski Financial first reported a position in IGE in Q2 2020 and has held it in 11 quarters since. The position peaked at $1.01M in Q1 2022. 56 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Nikulski Financial held 13,310 shares of iShares North American Natural Resources ETF worth $748K as of Q2 2026.
iShares North American Natural Resources ETF was a new Nikulski Financial position in Q2 2026.
iShares North American Natural Resources ETF made up 0.16% of Nikulski Financial's portfolio in Q2 2026, its #111 holding.
Nikulski Financial first reported a position in iShares North American Natural Resources ETF in Q2 2020 and has held it in 11 quarters since.
Nikulski Financial's iShares North American Natural Resources ETF position peaked at $1.01M in Q1 2022.
56 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Nikulski Financial's 13F filing for Q2 2026, filed 28 Jul 2026.