Principal Securities’s iShares North American Natural Resources ETF IGE Stock Holding History

Principal Securities’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 Q4	–	Sell	-403	Closed	-$19.8K	–	2384
2025 Q3	$19.8K	Hold	403	–	–	﹤0.01%	2405
2025 Q2	$17.8K	Hold	403	–	–	﹤0.01%	2380
2025 Q1	$17.2K	Hold	403	–	–	﹤0.01%	2284
2024 Q4	$17.2K	Sell	403 -159	-28%	-$7.19K	﹤0.01%	2281
2024 Q3	$24.8K	Sell	562 -575	-51%	-$25.3K	﹤0.01%	2015
2024 Q2	$50K	Hold	1,137	–	–	﹤0.01%	1625
2024 Q1	$51.2K	Hold	1,137	–	–	﹤0.01%	1560
2023 Q4	$46.3K	Buy	+1,137	New	+$46K	﹤0.01%	1523

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities's IGE Position: Q4 2025 in Review

Principal Securities sold out of iShares North American Natural Resources ETF (IGE) in Q4 2025, closing a stake of 403 shares — an estimated $19.8K sold.

Principal Securities first reported a position in IGE in Q4 2023 and held it in 8 quarters. The position peaked at $51.2K in Q1 2024. 154 funds tracked by Wall St. Rank hold IGE as of Q4 2025.

Principal Securities reported no remaining iShares North American Natural Resources ETF position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 403 iShares North American Natural Resources ETF shares in Q4 2025, an estimated $19.8K.
Principal Securities first reported a position in iShares North American Natural Resources ETF in Q4 2023 and held it in 8 quarters.
Principal Securities's iShares North American Natural Resources ETF position peaked at $51.2K in Q1 2024.
154 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.