Rehmann Capital Advisory Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Rehmann Capital Advisory Group’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	$362K	Sell	5,744 -128	-2%	-$7.51K	0.02%	492
2025 Q4	$295K	Buy	5,872 +7	+0.1%	+$343	0.02%	536
2025 Q3	$288K	Buy	5,865 +1,098	+23%	+$51K	0.02%	514
2025 Q2	$211K	Buy	4,767 +5	+0.1%	+$214	0.01%	575
2025 Q1	$217K	Buy	4,762 +5	+0.1%	+$223	0.01%	566
2024 Q4	$203K	Buy	4,757 +6	+0.1%	+$271	0.01%	578
2024 Q3	$209K	Buy	4,751 +6	+0.1%	+$264	0.01%	563
2024 Q2	$209K	Buy	4,745 +6	+0.1%	+$269	0.02%	550
2024 Q1	$213K	Sell	4,739 -1,535	-24%	-$63K	0.02%	535
2023 Q4	$255K	Buy	6,274 +114	+2%	+$4.61K	0.02%	477
2023 Q3	$256K	Sell	6,160 -200	-3%	-$8.24K	0.02%	433
2023 Q2	$247K	Buy	6,360 +109	+2%	+$4.21K	0.02%	472
2023 Q1	$245K	Sell	6,251 -100	-2%	-$4.03K	0.02%	475
2022 Q4	$258K	Sell	6,351 -92	-1%	-$3.74K	0.03%	451
2022 Q3	$224K	Buy	6,443 +83	+1%	+$3.09K	0.02%	456
2022 Q2	$229K	Sell	6,360 -879	-12%	-$35.7K	0.03%	436
2022 Q1	$293K	Buy	7,239 +8	+0.1%	+$293	0.03%	410
2021 Q4	$228K	Sell	7,231 -489	-6%	-$15.4K	0.02%	494
2021 Q3	$227K	Buy	7,720 +72	+0.9%	+$2.07K	0.02%	508
2021 Q2	$243K	Sell	7,648 -324	-4%	-$9.68K	0.02%	484
2021 Q1	$220K	Buy	+7,972	New	+$211K	0.02%	478
2019 Q3	–	Sell	-5,107	Closed	-$157K	–	1878
2019 Q2	$157K	Buy	5,107 +192	+4%	+$5.87K	0.02%	486
2019 Q1	$154K	Buy	4,915 +4,735	+2,631%	+$145K	0.02%	474
2018 Q4	$4.89K	Sell	180 -5,544	-97%	-$175K	﹤0.01%	1266
2018 Q3	$205K	Sell	5,724 -341	-6%	-$12.3K	0.03%	393
2018 Q2	$224K	Sell	6,065 -199	-3%	-$7.17K	0.03%	350
2018 Q1	$207K	Buy	6,264 +101	+2%	+$3.49K	0.03%	359
2017 Q4	$218K	Sell	6,163 -725	-11%	-$24.4K	0.04%	355
2017 Q3	$232K	Buy	6,888 +173	+3%	+$5.55K	0.04%	327
2017 Q2	$213K	Buy	6,715 +840	+14%	+$27.6K	0.04%	337
2017 Q1	$201K	Sell	5,875 -1,098	-16%	-$38.6K	0.03%	378
2016 Q4	$251K	Sell	6,973 -116	-2%	-$4.04K	0.05%	308
2016 Q3	$244K	Buy	7,089 +169	+2%	+$5.68K	0.05%	301
2016 Q2	$230K	Buy	6,920 +8	+0.1%	+$256	0.04%	318
2016 Q1	$205K	Sell	6,912 -264	-4%	-$7.17K	0.04%	329
2015 Q4	$202K	Sell	7,176 -2,098	-23%	-$65.2K	0.04%	317
2015 Q3	$269K	Buy	9,274 +434	+5%	+$14K	0.06%	242
2015 Q2	$321K	Buy	8,840 +11	+0.1%	+$426	0.07%	215
2015 Q1	$331K	Sell	8,829 -1,282	-13%	-$48.4K	0.08%	219
2014 Q4	$387K	Buy	10,111 +86	+0.9%	+$3.48K	0.09%	194
2014 Q3	$449K	Sell	10,025 -30	-0.3%	-$1.45K	0.11%	161
2014 Q2	$502K	Sell	10,055 -1,508	-13%	-$70.6K	0.12%	147
2014 Q1	$512K	Sell	11,563 -186	-2%	-$7.97K	0.14%	136
2013 Q4	$510K	Sell	11,749 -619	-5%	-$26.4K	0.15%	133
2013 Q3	$513K	Buy	12,368 +77	+0.6%	+$3.14K	0.17%	119
2013 Q2	$470K	Buy	+12,291	New	+$485K	0.16%	114

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

Rehmann Capital Advisory Group's IGE Position: Q1 2026 in Review

Rehmann Capital Advisory Group reduced its iShares North American Natural Resources ETF (IGE) stake by 2.2% in Q1 2026, selling an estimated $7.51K and leaving 5,744 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #492.

Rehmann Capital Advisory Group first reported a position in IGE in Q2 2013 and has held it in 46 quarters since. The position peaked at $513K in Q3 2013. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Rehmann Capital Advisory Group held 5,744 shares of iShares North American Natural Resources ETF worth $362K as of Q1 2026.
Rehmann Capital Advisory Group sold 128 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $7.51K.
iShares North American Natural Resources ETF made up 0.02% of Rehmann Capital Advisory Group's portfolio in Q1 2026, its #492 holding.
Rehmann Capital Advisory Group first reported a position in iShares North American Natural Resources ETF in Q2 2013 and has held it in 46 quarters since.
Rehmann Capital Advisory Group's iShares North American Natural Resources ETF position peaked at $513K in Q3 2013.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Rehmann Capital Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.