Sigma Planning Corp’s iShares North American Natural Resources ETF IGE Stock Holding History

Sigma Planning Corp’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	$268K	Buy	4,762 +1	+0%	+$61	0.01%	1170
2026 Q1	$300K	Buy	4,761 +287	+6%	+$16.8K	0.01%	1050
2025 Q4	$225K	Buy	4,474 +1	+0%	+$49	0.01%	1163
2025 Q3	$219K	Buy	+4,473	New	+$208K	0.01%	1182
2025 Q2	–	Sell	-4,470	Closed	-$203K	–	1289
2025 Q1	$203K	Buy	+4,470	New	+$199K	0.01%	1122
2023 Q1	–	Sell	-21,311	Closed	-$867K	–	1330
2022 Q4	$867K	Buy	+21,311	New	+$865K	0.03%	540
2021 Q4	–	Sell	-12,846	Closed	-$377K	–	1423
2021 Q3	$377K	Buy	+12,846	New	+$369K	0.01%	938
2018 Q3	–	Sell	-5,573	Closed	-$205K	–	976
2018 Q2	$205K	Buy	+5,573	New	+$201K	0.01%	819
2018 Q1	–	Sell	-6,301	Closed	-$223K	–	885
2017 Q4	$223K	Buy	6,301 +72	+1%	+$2.42K	0.02%	729
2017 Q3	$210K	Sell	6,229 -301	-5%	-$9.66K	0.02%	754
2017 Q2	$207K	Buy	6,530 +59	+0.9%	+$1.94K	0.02%	696
2017 Q1	$222K	Buy	6,471 +201	+3%	+$7.07K	0.02%	670
2016 Q4	$225K	Sell	6,270 -1,318	-17%	-$45.9K	0.02%	600
2016 Q3	$262K	Sell	7,588 -269	-3%	-$9.05K	0.03%	560
2016 Q2	$261K	Buy	+7,857	New	+$251K	0.03%	527
2016 Q1	–	Sell	-7,755	Closed	-$218K	–	733
2015 Q4	$218K	Sell	7,755 -968	-11%	-$30.1K	0.03%	569
2015 Q3	$253K	Sell	8,723 -4,234	-33%	-$136K	0.04%	483
2015 Q2	$470K	Sell	12,957 -2,791	-18%	-$108K	0.06%	347
2015 Q1	$591K	Sell	15,748 -2,019	-11%	-$76.2K	0.08%	303
2014 Q4	$681K	Buy	+17,767	New	+$720K	0.09%	261

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

Sigma Planning Corp's IGE Position: Q2 2026 in Review

Sigma Planning Corp increased its iShares North American Natural Resources ETF (IGE) stake by 0.02% in Q2 2026, buying an estimated $61 and bringing the position to 4,762 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1170.

Sigma Planning Corp first reported a position in IGE in Q4 2014 and has held it in 20 quarters since. The position peaked at $867K in Q4 2022. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Sigma Planning Corp held 4,762 shares of iShares North American Natural Resources ETF worth $268K as of Q2 2026.
Sigma Planning Corp bought 1 iShares North American Natural Resources ETF share in Q2 2026, an estimated $61.
iShares North American Natural Resources ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1170 holding.
Sigma Planning Corp first reported a position in iShares North American Natural Resources ETF in Q4 2014 and has held it in 20 quarters since.
Sigma Planning Corp's iShares North American Natural Resources ETF position peaked at $867K in Q4 2022.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.