SOA Wealth Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

SOA Wealth Advisors’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	$3.73K	Hold	66	–	–	﹤0.01%	729
2026 Q1	$4.15K	Hold	66	–	–	﹤0.01%	665
2025 Q4	$3.3K	Buy	66 +1	+2%	+$49	﹤0.01%	688
2025 Q3	$3.2K	Hold	65	–	–	﹤0.01%	698
2025 Q2	$2.87K	Buy	65 +1	+2%	+$43	﹤0.01%	688
2025 Q1	$2.93K	Hold	64	–	–	﹤0.01%	675
2024 Q4	$2.74K	Hold	64	–	–	﹤0.01%	661
2024 Q3	$2.81K	Buy	64 +1	+2%	+$44	﹤0.01%	647
2024 Q2	$2.78K	Hold	63	–	–	﹤0.01%	648
2024 Q1	$2.83K	Hold	63	–	–	﹤0.01%	668
2023 Q4	$2.55K	Buy	63 +1	+2%	+$40	﹤0.01%	673
2023 Q3	$2.56K	Hold	62	–	–	﹤0.01%	690
2023 Q2	$2.39K	Buy	62 +1	+2%	+$39	﹤0.01%	706
2023 Q1	$2.4K	Hold	61	–	–	﹤0.01%	706
2022 Q4	$2.47K	Buy	61 +2	+3%	+$81	﹤0.01%	712
2022 Q3	$2K	Hold	59	–	–	﹤0.01%	710
2022 Q2	$2K	Hold	59	–	–	﹤0.01%	699
2022 Q1	$2K	Buy	59 +1	+2%	+$37	﹤0.01%	803
2021 Q4	$1K	Buy	58 +1	+2%	+$32	﹤0.01%	823
2021 Q3	$1K	Hold	57	–	–	﹤0.01%	840
2021 Q2	$1K	Hold	57	–	–	﹤0.01%	820
2021 Q1	$1K	Hold	57	–	–	﹤0.01%	769
2020 Q4	$1K	Buy	+57	New	+$1.24K	﹤0.01%	744

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

SOA Wealth Advisors's IGE Position: Q2 2026 in Review

SOA Wealth Advisors held its iShares North American Natural Resources ETF (IGE) position steady in Q2 2026 at 66 shares worth $3.73K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

SOA Wealth Advisors first reported a position in IGE in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.15K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

SOA Wealth Advisors held 66 shares of iShares North American Natural Resources ETF worth $3.73K as of Q2 2026.
SOA Wealth Advisors left its iShares North American Natural Resources ETF share count unchanged in Q2 2026.
iShares North American Natural Resources ETF made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #729 holding.
SOA Wealth Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's iShares North American Natural Resources ETF position peaked at $4.15K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.