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 Q3	–	Sell	-13,310	Closed	-$748K	–	174
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

Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $506M AUM 37.62% 1-Year Est. Return

Nikulski Financial's IGE Position: Q3 2026 in Review

Nikulski Financial sold out of iShares North American Natural Resources ETF (IGE) in Q3 2026, closing a stake of 13,310 shares — an estimated $748K sold.

Nikulski Financial first reported a position in IGE in Q2 2020 and held it in 11 quarters. The position peaked at $1.01M in Q1 2022. 97 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

Nikulski Financial reported no remaining iShares North American Natural Resources ETF position as of Q3 2026 after selling out during the quarter.
Nikulski Financial sold 13,310 iShares North American Natural Resources ETF shares in Q3 2026, an estimated $748K.
Nikulski Financial first reported a position in iShares North American Natural Resources ETF in Q2 2020 and held it in 11 quarters.
Nikulski Financial's iShares North American Natural Resources ETF position peaked at $1.01M in Q1 2022.
97 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on Nikulski Financial's 13F filing for Q3 2026, filed 6 Nov 2026.