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Roffman Miller Associates’s iShares North American Natural Resources ETF IGE Stock Holding History

Roffman Miller Associates’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
2023
Q3 		– Sell
-502
Closed -$19.5K – 116
2023
Q2 		$19.5K Buy
+502
New +$19.4K ﹤0.01% 98

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Roffman Miller Associates's IGE Position: Q3 2023 in Review

Roffman Miller Associates sold out of iShares North American Natural Resources ETF (IGE) in Q3 2023, closing a stake of 502 shares — an estimated $19.5K sold.

Roffman Miller Associates first reported a position in IGE in Q2 2023 and held it in 1 quarter. The position peaked at $19.5K in Q2 2023. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2023.

  • Roffman Miller Associates reported no remaining iShares North American Natural Resources ETF position as of Q3 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 502 iShares North American Natural Resources ETF shares in Q3 2023, an estimated $19.5K.
  • Roffman Miller Associates first reported a position in iShares North American Natural Resources ETF in Q2 2023 and held it in 1 quarter.
  • Roffman Miller Associates's iShares North American Natural Resources ETF position peaked at $19.5K in Q2 2023.
  • 146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.