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Discover high conviction trades that caused a significant change in a fund's stake in a stock
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Stock index based on fund manager consensus updated each quarter
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SWA
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
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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