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Root Financial Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Root Financial Partners’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 		– Sell
-450
Closed -$28.3K – 1728
2026
Q1 		$28.3K Hold
450
– – ﹤0.01% 1147
2025
Q4 		$22.6K Buy
450
+20
+5% +$980 ﹤0.01% 1125
2025
Q3 		$21.1K Buy
+430
New +$20K ﹤0.01% 1094

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Root Financial Partners's IGE Position: Q2 2026 in Review

Root Financial Partners sold out of iShares North American Natural Resources ETF (IGE) in Q2 2026, closing a stake of 450 shares — an estimated $28.3K sold.

Root Financial Partners first reported a position in IGE in Q3 2025 and held it in 3 quarters. The position peaked at $28.3K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Root Financial Partners reported no remaining iShares North American Natural Resources ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 450 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $28.3K.
  • Root Financial Partners first reported a position in iShares North American Natural Resources ETF in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's iShares North American Natural Resources ETF position peaked at $28.3K in Q1 2026.
  • 171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.