Phillips Financial Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Phillips Financial Management’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	$1.11M	Sell	17,636 -249	-1%	-$14.6K	0.08%	106
2025 Q4	$898K	Hold	17,885	–	–	0.06%	121
2025 Q3	$877K	Sell	17,885 -54	-0.3%	-$2.51K	0.06%	123
2025 Q2	$794K	Hold	17,939	–	–	0.06%	117
2025 Q1	$816K	Hold	17,939	–	–	0.06%	112
2024 Q4	$767K	Sell	17,939 -104	-0.6%	-$4.71K	0.06%	113
2024 Q3	$795K	Sell	18,043 -443	-2%	-$19.5K	0.06%	117
2024 Q2	$813K	Sell	18,486 -665	-3%	-$29.8K	0.07%	114
2024 Q1	$862K	Sell	19,151 -365	-2%	-$15K	0.07%	110
2023 Q4	$795K	Sell	19,516 -25	-0.1%	-$1.01K	0.07%	111
2023 Q3	$813K	Sell	19,541 -48	-0.2%	-$1.98K	0.08%	105
2023 Q2	$760K	Sell	19,589 -266	-1%	-$10.3K	0.07%	107
2023 Q1	$778K	Sell	19,855 -63	-0.3%	-$2.54K	0.08%	105
2022 Q4	$810K	Sell	19,918 -270	-1%	-$11K	0.08%	96
2022 Q3	$702K	Sell	20,188 -807	-4%	-$30K	0.08%	99
2022 Q2	$755K	Buy	20,995 +3,598	+21%	+$146K	0.08%	89
2022 Q1	$704K	Hold	17,397	–	–	0.07%	98
2021 Q4	$548K	Hold	17,397	–	–	0.05%	82
2021 Q3	$511K	Hold	17,397	–	–	0.05%	82
2021 Q2	$529K	Hold	17,397	–	–	0.05%	80
2021 Q1	$480K	Hold	17,397	–	–	0.06%	80
2020 Q4	$405K	Hold	17,397	–	–	0.06%	83
2020 Q3	$344K	Hold	17,397	–	–	0.05%	81
2020 Q2	$377K	Buy	17,397 +898	+5%	+$18.7K	0.06%	80
2020 Q1	$265K	Buy	16,499 +5,047	+44%	+$125K	0.05%	81
2019 Q4	$345K	Hold	11,452	–	–	0.06%	77
2019 Q3	$333K	Sell	11,452 -548	-5%	-$16.1K	0.06%	75
2019 Q2	$368K	Sell	12,000 -4,478	-27%	-$137K	0.07%	75
2019 Q1	$524K	Sell	16,478 -5,354	-25%	-$164K	0.1%	73
2018 Q4	$593K	Sell	21,832 -15,030	-41%	-$474K	0.13%	71
2018 Q3	$1.34M	Sell	36,862 -4,579	-11%	-$165K	0.28%	49
2018 Q2	$1.5M	Sell	41,441 -94	-0.2%	-$3.39K	0.32%	46
2018 Q1	$1.37M	Buy	41,535 +567	+1%	+$19.6K	0.3%	45
2017 Q4	$1.5M	Sell	40,968 -1,482	-3%	-$49.9K	0.32%	45
2017 Q3	$1.43M	Hold	42,450	–	–	0.31%	44
2017 Q2	$1.38M	Buy	42,450 +63	+0.1%	+$2.07K	0.32%	44
2017 Q1	$1.44M	Sell	42,387 -3,427	-7%	-$121K	0.35%	44
2016 Q4	$1.66M	Buy	45,814 +2,710	+6%	+$94.4K	0.42%	40
2016 Q3	$1.46M	Sell	43,104 -52	-0.1%	-$1.75K	0.39%	42
2016 Q2	$1.46M	Sell	43,156 -1,216	-3%	-$38.9K	0.39%	41
2016 Q1	$1.3M	Buy	44,372 +9,626	+28%	+$262K	0.36%	45
2015 Q4	$859K	Buy	34,746 +3,716	+12%	+$115K	0.26%	49
2015 Q3	$996K	Sell	31,030 -1,842	-6%	-$59.3K	0.29%	47
2015 Q2	$1.11M	Buy	32,872 +1,428	+5%	+$55.2K	0.31%	48
2015 Q1	$1.26M	Buy	31,444 +3,800	+14%	+$143K	0.34%	47
2014 Q4	$1.01M	Sell	27,644 -1,599	-5%	-$64.8K	0.29%	49
2014 Q3	$1.2M	Buy	29,243 +533	+2%	+$25.7K	0.36%	46
2014 Q2	$1.42M	Buy	28,710 +911	+3%	+$42.7K	0.42%	44
2014 Q1	$1.28M	Buy	27,799 +400	+1%	+$17.1K	0.4%	47
2013 Q4	$1.17M	Buy	27,399 +968	+4%	+$41.3K	0.39%	45
2013 Q3	$1.1M	Buy	26,431 +862	+3%	+$35.2K	0.39%	44
2013 Q2	$1.03M	Buy	+25,569	New	+$1.01M	0.37%	44

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

Phillips Financial Management's IGE Position: Q1 2026 in Review

Phillips Financial Management reduced its iShares North American Natural Resources ETF (IGE) stake by 1.4% in Q1 2026, selling an estimated $14.6K and leaving 17,636 shares worth $1.11M. The position accounts for 0.08% of the portfolio, ranked #106.

Phillips Financial Management first reported a position in IGE in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.66M in Q4 2016. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Phillips Financial Management held 17,636 shares of iShares North American Natural Resources ETF worth $1.11M as of Q1 2026.
Phillips Financial Management sold 249 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $14.6K.
iShares North American Natural Resources ETF made up 0.08% of Phillips Financial Management's portfolio in Q1 2026, its #106 holding.
Phillips Financial Management first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 52 quarters since.
Phillips Financial Management's iShares North American Natural Resources ETF position peaked at $1.66M in Q4 2016.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Phillips Financial Management's 13F filing for Q1 2026, filed 16 Apr 2026.