Peterson Wealth Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Peterson Wealth Services’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 Q3	$26.6K	Hold	431	–	–	0.01%	168
2026 Q2	$24.2K	Hold	431	–	–	0.01%	175
2026 Q1	$27.1K	Hold	431	–	–	0.01%	172
2025 Q4	$21.6K	Sell	431 -2,479	-85%	-$122K	0.01%	167
2025 Q3	$21.1K	Buy	2,910 +2,479	+575%	+$115K	0.01%	175
2025 Q2	$19.1K	Hold	431	–	–	0.01%	168
2025 Q1	$19.6K	Hold	431	–	–	0.01%	170
2024 Q4	$18.4K	Hold	431	–	–	0.01%	174
2024 Q3	$19K	Buy	+431	New	+$19K	0.01%	179

Other funds holding IGE

Citizens & Northern Corp Wellsboro, Pennsylvania $440M AUM 20.53% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return

Courage Miller Partners Norfolk, Virginia $379M AUM 9.79% 1-Year Est. Return

Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $506M AUM 37.62% 1-Year Est. Return

Peterson Wealth Services's IGE Position: Q3 2026 in Review

Peterson Wealth Services held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2026 at 431 shares worth $26.6K. The position accounts for 0.01% of the portfolio, ranked #168.

Peterson Wealth Services first reported a position in IGE in Q3 2024 and has held it in 9 quarters since. The position peaked at $27.1K in Q1 2026. 92 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

Peterson Wealth Services held 431 shares of iShares North American Natural Resources ETF worth $26.6K as of Q3 2026.
Peterson Wealth Services left its iShares North American Natural Resources ETF share count unchanged in Q3 2026.
iShares North American Natural Resources ETF made up 0.01% of Peterson Wealth Services's portfolio in Q3 2026, its #168 holding.
Peterson Wealth Services first reported a position in iShares North American Natural Resources ETF in Q3 2024 and has held it in 9 quarters since.
Peterson Wealth Services's iShares North American Natural Resources ETF position peaked at $27.1K in Q1 2026.
92 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.