Spectrum Wealth Counsel’s iShares North American Natural Resources ETF IGE Stock Holding History

Spectrum Wealth Counsel’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
2025 Q1	$465K	Hold	10,234	–	–	0.06%	90
2024 Q4	$437K	Buy	10,234 +229	+2%	+$10.4K	0.05%	95
2024 Q3	$441K	Hold	10,005	–	–	0.05%	97
2024 Q2	$440K	Hold	10,005	–	–	0.06%	92
2024 Q1	$450K	Hold	10,005	–	–	0.06%	103
2023 Q4	$407K	Buy	+10,005	New	+$405K	0.06%	104

Other funds holding IGE

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

TFF

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Spectrum Wealth Counsel's IGE Position: Q1 2025 in Review

Spectrum Wealth Counsel held its iShares North American Natural Resources ETF (IGE) position steady in Q1 2025 at 10,234 shares worth $465K. The position accounts for 0.06% of the portfolio, ranked #90.

Spectrum Wealth Counsel first reported a position in IGE in Q4 2023 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold IGE as of Q1 2025.

Spectrum Wealth Counsel held 10,234 shares of iShares North American Natural Resources ETF worth $465K as of Q1 2025.
Spectrum Wealth Counsel left its iShares North American Natural Resources ETF share count unchanged in Q1 2025.
iShares North American Natural Resources ETF made up 0.06% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #90 holding.
Spectrum Wealth Counsel first reported a position in iShares North American Natural Resources ETF in Q4 2023 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.