Pinkerton Retirement Specialists’s iShares North American Natural Resources ETF IGE Stock Holding History

Pinkerton Retirement Specialists’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
2025 Q2	–	Sell	-5,189	Closed	-$236K	–	142
2025 Q1	$236K	Buy	+5,189	New	+$231K	0.03%	95

Other funds holding IGE

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Pinkerton Retirement Specialists's IGE Position: Q2 2025 in Review

Pinkerton Retirement Specialists sold out of iShares North American Natural Resources ETF (IGE) in Q2 2025, closing a stake of 5,189 shares — an estimated $236K sold.

Pinkerton Retirement Specialists first reported a position in IGE in Q1 2025 and held it in 1 quarter. The position peaked at $236K in Q1 2025. 140 funds tracked by Wall St. Rank hold IGE as of Q2 2025.

Pinkerton Retirement Specialists reported no remaining iShares North American Natural Resources ETF position as of Q2 2025 after selling out during the quarter.
Pinkerton Retirement Specialists sold 5,189 iShares North American Natural Resources ETF shares in Q2 2025, an estimated $236K.
Pinkerton Retirement Specialists first reported a position in iShares North American Natural Resources ETF in Q1 2025 and held it in 1 quarter.
Pinkerton Retirement Specialists's iShares North American Natural Resources ETF position peaked at $236K in Q1 2025.
140 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2025.

Based on Pinkerton Retirement Specialists's 13F filing for Q2 2025, filed 13 Aug 2025.