Sound Income Strategies’s iShares North American Natural Resources ETF IGE Stock Holding History

Sound Income Strategies’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
2024 Q2	–	Sell	-5	Closed	-$225	–	1434
2024 Q1	$225	Hold	5	–	–	﹤0.01%	1285
2023 Q4	$204	Hold	5	–	–	﹤0.01%	1268
2023 Q3	$208	Hold	5	–	–	﹤0.01%	1110
2023 Q2	$194	Hold	5	–	–	﹤0.01%	1074
2023 Q1	$196	Hold	5	–	–	﹤0.01%	1034
2022 Q4	$203	Hold	5	–	–	﹤0.01%	957
2022 Q3	$0	Hold	5	–	–	﹤0.01%	927
2022 Q2	$0	Hold	5	–	–	﹤0.01%	920
2022 Q1	$0	Hold	5	–	–	﹤0.01%	902
2021 Q4	$0	Hold	5	–	–	﹤0.01%	861
2021 Q3	$0	Hold	5	–	–	﹤0.01%	865
2021 Q2	$0	Sell	5 -5	-50%	-$149	﹤0.01%	951
2021 Q1	$276	Buy	10 +5	+100%	+$132	﹤0.01%	913
2020 Q4	$0	Hold	5	–	–	﹤0.01%	896
2020 Q3	$0	Hold	5	–	–	﹤0.01%	873
2020 Q2	$0	Hold	5	–	–	﹤0.01%	818
2020 Q1	$0	Buy	+5	New	+$124	﹤0.01%	807

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TFF

The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Sound Income Strategies's IGE Position: Q2 2024 in Review

Sound Income Strategies sold out of iShares North American Natural Resources ETF (IGE) in Q2 2024, closing a stake of 5 shares — an estimated $225 sold.

Sound Income Strategies first reported a position in IGE in Q1 2020 and held it in 17 quarters. The position peaked at $276 in Q1 2021. 134 funds tracked by Wall St. Rank hold IGE as of Q2 2024.

Sound Income Strategies reported no remaining iShares North American Natural Resources ETF position as of Q2 2024 after selling out during the quarter.
Sound Income Strategies sold 5 iShares North American Natural Resources ETF shares in Q2 2024, an estimated $225.
Sound Income Strategies first reported a position in iShares North American Natural Resources ETF in Q1 2020 and held it in 17 quarters.
Sound Income Strategies's iShares North American Natural Resources ETF position peaked at $276 in Q1 2021.
134 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.