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Stratos Wealth Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Stratos Wealth Partners’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 		$232K Buy
+4,121
New +$249K ﹤0.01% 1553
2025
Q2 		– Sell
-6,264
Closed -$285K – 1450
2025
Q1 		$285K Buy
6,264
+1
+0% +$45 ﹤0.01% 1120
2024
Q4 		$268K Sell
6,263
-197
-3% -$8.91K ﹤0.01% 1198
2024
Q3 		$285K Buy
6,460
+57
+0.9% +$2.51K ﹤0.01% 1177
2024
Q2 		$282K Buy
6,403
+128
+2% +$5.75K ﹤0.01% 1108
2024
Q1 		$282K Hold
6,275
– – ﹤0.01% 1131
2023
Q4 		$256K Buy
6,275
+2
+0% +$81 ﹤0.01% 1159
2023
Q3 		$261K Hold
6,273
– – 0.01% 1075
2023
Q2 		$244K Sell
6,273
-196
-3% -$7.58K 0.01% 1033
2023
Q1 		$253K Sell
6,469
-858
-12% -$34.6K 0.01% 942
2022
Q4 		$298K Buy
7,327
+547
+8% +$22.2K 0.01% 895
2022
Q3 		$236K Buy
6,780
+1,005
+17% +$37.4K 0.01% 960
2022
Q2 		$208K Sell
5,775
-554
-9% -$22.5K 0.01% 1069
2022
Q1 		$256K Buy
+6,329
New +$232K 0.01% 1050
2020
Q1 		– Sell
-12,272
Closed -$369K – 974
2019
Q4 		$369K Buy
12,272
+903
+8% +$26.3K 0.01% 680
2019
Q3 		$331K Sell
11,369
-1,275
-10% -$37.5K 0.01% 693
2019
Q2 		$388K Sell
12,644
-1,833
-13% -$56K 0.02% 647
2019
Q1 		$454K Buy
14,477
+583
+4% +$17.8K 0.02% 583
2018
Q4 		$378K Sell
13,894
-7,115
-34% -$224K 0.02% 591
2018
Q3 		$753K Sell
21,009
-72
-0.3% -$2.6K 0.03% 402
2018
Q2 		$777K Buy
21,081
+1,070
+5% +$38.6K 0.03% 425
2018
Q1 		$662K Sell
20,011
-51
-0.3% -$1.76K 0.03% 458
2017
Q4 		$711K Buy
20,062
+2,104
+12% +$70.9K 0.03% 431
2017
Q3 		$605K Buy
17,958
+1,600
+10% +$51.4K 0.03% 463
2017
Q2 		$518K Sell
16,358
-182
-1% -$5.97K 0.03% 442
2017
Q1 		$567K Buy
16,540
+1,863
+13% +$65.5K 0.03% 395
2016
Q4 		$528K Buy
14,677
+1,921
+15% +$66.9K 0.03% 374
2016
Q3 		$440K Buy
12,756
+31
+0.2% +$1.04K 0.03% 388
2016
Q2 		$423K Sell
12,725
-1,956
-13% -$62.5K 0.03% 369
2016
Q1 		$436K Buy
14,681
+1,309
+10% +$35.6K 0.04% 325
2015
Q4 		$376K Sell
13,372
-1,798
-12% -$55.9K 0.03% 367
2015
Q3 		$441K Sell
15,170
-742
-5% -$23.9K 0.06% 282
2015
Q2 		$577K Buy
15,912
+1,588
+11% +$61.4K 0.07% 240
2015
Q1 		$539K Buy
14,324
+156
+1% +$5.88K 0.06% 273
2014
Q4 		$543K Sell
14,168
-4,108
-22% -$166K 0.1% 217
2014
Q3 		$818K Buy
18,276
+7,591
+71% +$366K 0.19% 113
2014
Q2 		$533K Buy
+10,685
New +$500K 0.18% 142

Other funds holding IGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
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
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stratos Wealth Partners's IGE Position: Q2 2026 in Review

Stratos Wealth Partners opened a new position in iShares North American Natural Resources ETF (IGE) in Q2 2026: 4,121 shares worth $232K. The stake represents ﹤0.01% of the portfolio and ranks #1553 among its holdings. This is a return to the name: Stratos Wealth Partners previously reported a position in IGE as recently as Q1 2025.

Stratos Wealth Partners first reported a position in IGE in Q2 2014 and has held it in 37 quarters since. The position peaked at $818K in Q3 2014. 170 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Stratos Wealth Partners held 4,121 shares of iShares North American Natural Resources ETF worth $232K as of Q2 2026.
  • iShares North American Natural Resources ETF was a new Stratos Wealth Partners position in Q2 2026.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Stratos Wealth Partners's portfolio in Q2 2026, its #1553 holding.
  • Stratos Wealth Partners first reported a position in iShares North American Natural Resources ETF in Q2 2014 and has held it in 37 quarters since.
  • Stratos Wealth Partners's iShares North American Natural Resources ETF position peaked at $818K in Q3 2014.
  • 170 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Stratos Wealth Partners's 13F filing for Q2 2026, filed 11 Aug 2026.