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Sweet Financial Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Sweet Financial 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
2024
Q3 		$389K Hold
8,834
– – 0.08% 144
2024
Q2 		$389K Hold
8,834
– – 0.09% 135
2024
Q1 		$397K Hold
8,834
– – 0.09% 137
2023
Q4 		$360K Buy
8,834
+1,000
+13% +$40.5K 0.09% 141
2023
Q3 		$326K Hold
7,834
– – 0.09% 137
2023
Q2 		$304K Hold
7,834
– – 0.08% 141
2023
Q1 		$307K Sell
7,834
-3,000
-28% -$121K 0.08% 137
2022
Q4 		$441K Hold
10,834
– – 0.13% 110
2022
Q3 		$376K Hold
10,834
– – 0.12% 112
2022
Q2 		$390K Hold
10,834
– – 0.12% 111
2022
Q1 		$438K Hold
10,834
– – 0.12% 104
2021
Q4 		$341K Buy
+10,834
New +$342K 0.14% 98

Other funds holding IGE

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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TFF
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Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return