NorthRock Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

NorthRock Partners’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 Q2	–	Sell	-1,001	Closed	-$45.5K	–	798
2025 Q1	$45.5K	Hold	1,001	–	–	﹤0.01%	689
2024 Q4	$42.8K	Hold	1,001	–	–	﹤0.01%	661
2024 Q3	$44.1K	Hold	1,001	–	–	﹤0.01%	704
2024 Q2	$44K	Buy	1,001 +76	+8%	+$3.41K	﹤0.01%	677
2024 Q1	$41.6K	Hold	925	–	–	﹤0.01%	673
2023 Q4	$37.7K	Buy	+925	New	+$37.4K	﹤0.01%	633

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

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

CNC

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NorthRock Partners's IGE Position: Q2 2025 in Review

NorthRock Partners sold out of iShares North American Natural Resources ETF (IGE) in Q2 2025, closing a stake of 1,001 shares — an estimated $45.5K sold.

NorthRock Partners first reported a position in IGE in Q4 2023 and held it in 6 quarters. The position peaked at $45.5K in Q1 2025. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

NorthRock Partners reported no remaining iShares North American Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
NorthRock Partners sold 1,001 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $45.5K.
NorthRock Partners first reported a position in iShares North American Natural Resources ETF in Q4 2023 and held it in 6 quarters.
NorthRock Partners's iShares North American Natural Resources ETF position peaked at $45.5K in Q1 2025.
140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on NorthRock Partners's 13F filing for Q2 2025, filed 25 Jul 2025.