SeaCrest Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

SeaCrest Wealth Management’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	$451K	Buy	8,020 +718	+10%	+$43.5K	0.05%	313
2026 Q1	$460K	Buy	+7,302	New	+$428K	0.05%	347
2019 Q2	–	Sell	-25	Closed	-$1K	–	1130
2019 Q1	$1K	Hold	25	–	–	﹤0.01%	2028
2018 Q4	$1K	Hold	25	–	–	﹤0.01%	2020
2018 Q3	$1K	Hold	25	–	–	﹤0.01%	2157
2018 Q2	$1K	Hold	25	–	–	﹤0.01%	2103
2018 Q1	$1K	Hold	25	–	–	﹤0.01%	2091
2017 Q4	$1K	Buy	+25	New	+$842	﹤0.01%	2102

Other funds holding IGE

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return

Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return

Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return