Operose Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Operose Advisors’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	$169K	Hold	3,000	–	–	0.03%	189
2026 Q1	$189K	Hold	3,000	–	–	0.04%	153
2025 Q4	$151K	Hold	3,000	–	–	0.04%	181
2025 Q3	$147K	Hold	3,000	–	–	0.04%	170
2025 Q2	$133K	Hold	3,000	–	–	0.04%	164
2025 Q1	$136K	Hold	3,000	–	–	0.05%	149
2024 Q4	$128K	Hold	3,000	–	–	0.04%	149
2024 Q3	$132K	Buy	+3,000	New	+$132K	0.04%	178

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

Operose Advisors's IGE Position: Q2 2026 in Review

Operose Advisors held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 3,000 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #189.

Operose Advisors first reported a position in IGE in Q3 2024 and has held it in 8 quarters since. The position peaked at $189K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Operose Advisors held 3,000 shares of iShares North American Natural Resources ETF worth $169K as of Q2 2026.
Operose Advisors left its iShares North American Natural Resources ETF share count unchanged in Q2 2026.
iShares North American Natural Resources ETF made up 0.03% of Operose Advisors's portfolio in Q2 2026, its #189 holding.
Operose Advisors first reported a position in iShares North American Natural Resources ETF in Q3 2024 and has held it in 8 quarters since.
Operose Advisors's iShares North American Natural Resources ETF position peaked at $189K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.