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

Physician 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 		$3.71K Hold
66
– – ﹤0.01% 1230
2026
Q1 		$4.16K Hold
66
– – ﹤0.01% 1073
2025
Q4 		$3.31K Hold
66
– – ﹤0.01% 1096
2025
Q3 		$3.24K Hold
66
– – ﹤0.01% 1047
2025
Q2 		$2.92K Hold
66
– – ﹤0.01% 921
2025
Q1 		$3K Hold
66
– – ﹤0.01% 809
2024
Q4 		$2.82K Buy
+66
New +$2.99K ﹤0.01% 810

Other funds holding IGE

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return

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

Physician Wealth Advisors held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 66 shares worth $3.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1230.

Physician Wealth Advisors first reported a position in IGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.16K in Q1 2026. 70 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Physician Wealth Advisors held 66 shares of iShares North American Natural Resources ETF worth $3.71K as of Q2 2026.
  • Physician Wealth Advisors left its iShares North American Natural Resources ETF share count unchanged in Q2 2026.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1230 holding.
  • Physician Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's iShares North American Natural Resources ETF position peaked at $4.16K in Q1 2026.
  • 70 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.