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

Norris Financial 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
2026 Q2	–	Sell	-141,888	Closed	-$8.93M	–	89
2026 Q1	$8.93M	Buy	+141,888	New	+$8.32M	2.91%	8
2024 Q3	–	Sell	-73,003	Closed	-$3.21M	–	80
2024 Q2	$3.21M	Sell	73,003 -15,876	-18%	-$713K	1.67%	15
2024 Q1	$4M	Buy	88,879 +48,081	+118%	+$1.97M	2.19%	11
2023 Q4	$1.66M	Buy	+40,798	New	+$1.65M	1.01%	27

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

Norris Financial Group's IGE Position: Q2 2026 in Review

Norris Financial Group sold out of iShares North American Natural Resources ETF (IGE) in Q2 2026, closing a stake of 141,888 shares — an estimated $8.93M sold.

Norris Financial Group first reported a position in IGE in Q4 2023 and held it in 4 quarters. The position peaked at $8.93M in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Norris Financial Group reported no remaining iShares North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
Norris Financial Group sold 141,888 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $8.93M.
Norris Financial Group first reported a position in iShares North American Natural Resources ETF in Q4 2023 and held it in 4 quarters.
Norris Financial Group's iShares North American Natural Resources ETF position peaked at $8.93M in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Norris Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.