Sowa Financial Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Sowa Financial Group’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	$1.19M	Sell	21,171 -2,404	-10%	-$146K	0.55%	16
2026 Q1	$1.48M	Sell	23,575 -5,358	-19%	-$314K	0.74%	16
2025 Q4	$1.45M	Sell	28,933 -3,142	-10%	-$154K	0.76%	15
2025 Q3	$1.57M	Buy	32,075 +830	+3%	+$38.6K	0.88%	14
2025 Q2	$1.38M	Sell	31,245 -426	-1%	-$18.3K	0.86%	15
2025 Q1	$1.44M	Sell	31,671 -5,355	-14%	-$239K	0.95%	17
2024 Q4	$1.58M	Sell	37,026 -6,047	-14%	-$274K	0.99%	17
2024 Q3	$1.9M	Sell	43,073 -2,419	-5%	-$107K	1.2%	17
2024 Q2	$2M	Sell	45,492 -4,333	-9%	-$194K	1.52%	16
2024 Q1	$2.03M	Hold	49,825	–	–	1.66%	16
2023 Q4	$2.03M	Sell	49,825 -1,854	-4%	-$75K	1.66%	16
2023 Q3	$2.15M	Sell	51,679 -115,952	-69%	-$4.78M	1.61%	17
2023 Q2	$6.51M	Sell	167,631 -1,667	-1%	-$64.4K	4.46%	6
2023 Q1	$6.63M	Sell	169,298 -3,546	-2%	-$143K	4.75%	6
2022 Q4	$7.03M	Sell	172,844 -4,958	-3%	-$201K	5.25%	6
2022 Q3	$6.18M	Sell	177,802 -4,567	-3%	-$170K	4.88%	6
2022 Q2	$6.56M	Sell	182,369 -754	-0.4%	-$30.6K	5%	6
2022 Q1	$7.41M	Buy	183,123 +833	+0.5%	+$30.5K	4.44%	6
2021 Q4	$5.74M	Sell	182,290 -1,284	-0.7%	-$40.5K	3.36%	7
2021 Q3	$5.39M	Sell	183,574 -4,071	-2%	-$117K	3.5%	8
2021 Q2	$5.71M	Buy	187,645 +16,269	+9%	+$486K	4.23%	7
2021 Q1	$4.72M	Sell	171,376 -1,011	-0.6%	-$26.8K	3.33%	9
2020 Q4	$4.01M	Sell	172,387 -4,736	-3%	-$103K	2.7%	11
2020 Q3	$3.51M	Sell	177,123 -8,689	-5%	-$189K	2.51%	12
2020 Q2	$4.03M	Buy	185,812 +6,561	+4%	+$137K	3.05%	11
2020 Q1	$2.98M	Buy	179,251 +10,522	+6%	+$261K	2.62%	14
2019 Q4	$5.08M	Buy	+168,729	New	+$4.92M	4.13%	9

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

Sowa Financial Group's IGE Position: Q2 2026 in Review

Sowa Financial Group reduced its iShares North American Natural Resources ETF (IGE) stake by 10% in Q2 2026, selling an estimated $146K and leaving 21,171 shares worth $1.19M. The position accounts for 0.55% of the portfolio, ranked #16.

Sowa Financial Group first reported a position in IGE in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.41M in Q1 2022. 170 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Sowa Financial Group held 21,171 shares of iShares North American Natural Resources ETF worth $1.19M as of Q2 2026.
Sowa Financial Group sold 2,404 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $146K.
iShares North American Natural Resources ETF made up 0.55% of Sowa Financial Group's portfolio in Q2 2026, its #16 holding.
Sowa Financial Group first reported a position in iShares North American Natural Resources ETF in Q4 2019 and has held it in 27 quarters since.
Sowa Financial Group's iShares North American Natural Resources ETF position peaked at $7.41M in Q1 2022.
170 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Sowa Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.