Phillips Financial Management’s iShares North American Natural Resources ETF IGE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $877K | Sell |
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|
2025
Q2 | $794K | Hold |
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|
2025
Q1 | $816K | Hold |
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|
2024
Q4 | $767K | Sell |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $813K | Sell |
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|
2024
Q1 | $862K | Sell |
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|
2023
Q4 | $795K | Sell |
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|
2023
Q3 | $813K | Sell |
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|
2023
Q2 | $760K | Sell |
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|
2023
Q1 | $778K | Sell |
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|
2022
Q4 | $810K | Sell |
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|
2022
Q3 | $702K | Sell |
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|
2022
Q2 | $755K | Buy |
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|
2022
Q1 | $704K | Hold |
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|
2021
Q4 | $548K | Hold |
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|
2021
Q3 | $511K | Hold |
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|
2021
Q2 | $529K | Hold |
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|
2021
Q1 | $480K | Hold |
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|
2020
Q4 | $405K | Hold |
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|
2020
Q3 | $344K | Hold |
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|
2020
Q2 | $377K | Buy |
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|
2020
Q1 | $265K | Buy |
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|
2019
Q4 | $345K | Hold |
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|
2019
Q3 | $333K | Sell |
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|
2019
Q2 | $368K | Sell |
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|
2019
Q1 | $524K | Sell |
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|
2018
Q4 | $593K | Sell |
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|
2018
Q3 | $1.34M | Sell |
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|
2018
Q2 | $1.5M | Sell |
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|
2018
Q1 | $1.37M | Buy |
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|
2017
Q4 | $1.5M | Sell |
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|
2017
Q3 | $1.43M | Hold |
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|
2017
Q2 | $1.38M | Buy |
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|
2017
Q1 | $1.44M | Sell |
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|
2016
Q4 | $1.66M | Buy |
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|
2016
Q3 | $1.46M | Sell |
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|
2016
Q2 | $1.46M | Sell |
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|
2016
Q1 | $1.3M | Buy |
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|
2015
Q4 | $859K | Buy |
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|
2015
Q3 | $996K | Sell |
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|
2015
Q2 | $1.11M | Buy |
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|
2015
Q1 | $1.26M | Buy |
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|
2014
Q4 | $1.01M | Sell |
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|
2014
Q3 | $1.2M | Buy |
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|
2014
Q2 | $1.42M | Buy |
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|
2014
Q1 | $1.28M | Buy |
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|
2013
Q4 | $1.17M | Buy |
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|
2013
Q3 | $1.1M | Buy |
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|
2013
Q2 | $1.03M | Buy |
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