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

Outlook Wealth 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	$1.09M	Buy	19,483 +1,211	+7%	+$73.3K	0.24%	92
2026 Q1	$1.15M	Buy	18,272 +1,037	+6%	+$60.8K	0.28%	74
2025 Q4	$865K	Sell	17,235 -89	-0.5%	-$4.36K	0.2%	98
2025 Q3	$850K	Sell	17,324 -316	-2%	-$14.7K	0.21%	103
2025 Q2	$781K	Buy	17,640 +435	+3%	+$18.6K	0.2%	100
2025 Q1	$782K	Buy	17,205 +5,976	+53%	+$266K	0.22%	92
2024 Q4	$480K	Sell	11,229 -822	-7%	-$37.2K	0.14%	143
2024 Q3	$531K	Buy	12,051 +160	+1%	+$7.05K	0.15%	125
2024 Q2	$330K	Buy	11,891 +1,552	+15%	+$69.7K	0.1%	199
2024 Q1	$465K	Buy	10,339 +277	+3%	+$11.4K	0.14%	145
2023 Q4	$410K	Sell	10,062 -552	-5%	-$22.3K	0.14%	139
2023 Q3	$441K	Hold	10,614	–	–	0.17%	129
2023 Q2	$412K	Sell	10,614 -778	-7%	-$30.1K	0.16%	141
2023 Q1	$446K	Buy	+11,392	New	+$460K	0.2%	124
2022 Q3	–	Sell	-25,945	Closed	-$933K	–	190
2022 Q2	$933K	Sell	25,945 -2,421	-9%	-$98.3K	0.38%	61
2022 Q1	$1.15M	Sell	28,366 -1,458	-5%	-$53.4K	0.38%	62
2021 Q4	$939K	Buy	29,824 +16,648	+126%	+$525K	0.28%	82
2021 Q3	$387K	Sell	13,176 -210	-2%	-$6.04K	0.13%	161
2021 Q2	$407K	Buy	+13,386	New	+$400K	0.13%	164

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

Outlook Wealth Advisors's IGE Position: Q2 2026 in Review

Outlook Wealth Advisors increased its iShares North American Natural Resources ETF (IGE) stake by 6.6% in Q2 2026, buying an estimated $73.3K and bringing the position to 19,483 shares worth $1.09M. The position accounts for 0.24% of the portfolio, ranked #92.

Outlook Wealth Advisors first reported a position in IGE in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.15M in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Outlook Wealth Advisors held 19,483 shares of iShares North American Natural Resources ETF worth $1.09M as of Q2 2026.
Outlook Wealth Advisors bought 1,211 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $73.3K.
iShares North American Natural Resources ETF made up 0.24% of Outlook Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Outlook Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2021 and has held it in 19 quarters since.
Outlook Wealth Advisors's iShares North American Natural Resources ETF position peaked at $1.15M in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Outlook Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.