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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Secure Asset Management's IGE Position: Q2 2026 in Review

Secure Asset Management opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 7,725 shares worth $434K. The stake represents 0.06% of the portfolio and ranks #209 among its holdings. This is a return to the name: Secure Asset Management previously reported a position in IGE as recently as Q3 2023.

Secure Asset Management first reported a position in IGE in Q3 2023 and has held it in 2 quarters since. 170 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Secure Asset Management held 7,725 shares of iShares North American Natural Resources ETF worth $434K as of Q2 2026.
iShares North American Natural Resources ETF was a new Secure Asset Management position in Q2 2026.
iShares North American Natural Resources ETF made up 0.06% of Secure Asset Management's portfolio in Q2 2026, its #209 holding.
Secure Asset Management first reported a position in iShares North American Natural Resources ETF in Q3 2023 and has held it in 2 quarters since.
170 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.