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 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Outlook Wealth Advisors's IGE Position: Q1 2026 in Review

Outlook Wealth Advisors increased its iShares North American Natural Resources ETF (IGE) stake by 6% in Q1 2026, buying an estimated $60.8K and bringing the position to 18,272 shares worth $1.15M. The position accounts for 0.28% of the portfolio, ranked #74.

Outlook Wealth Advisors first reported a position in IGE in Q2 2021 and has held it in 18 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Outlook Wealth Advisors held 18,272 shares of iShares North American Natural Resources ETF worth $1.15M as of Q1 2026.
Outlook Wealth Advisors bought 1,037 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $60.8K.
iShares North American Natural Resources ETF made up 0.28% of Outlook Wealth Advisors's portfolio in Q1 2026, its #74 holding.
Outlook Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q2 2021 and has held it in 18 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Outlook Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.