Secure Asset Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Secure Asset 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	$434K	Buy	+7,725	New	+$468K	0.06%	209
2023 Q4	–	Sell	-6,855	Closed	-$285K	–	239
2023 Q3	$285K	Buy	+6,855	New	+$282K	0.09%	169

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

Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 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

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return