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

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

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. 170 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.
170 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.