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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

TFF

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Sweet Financial Partners's IGE Position: Q3 2024 in Review

Sweet Financial Partners held its iShares North American Natural Resources ETF (IGE) position steady in Q3 2024 at 8,834 shares worth $389K. The position accounts for 0.08% of the portfolio, ranked #144.

Sweet Financial Partners first reported a position in IGE in Q4 2021 and has held it in 12 quarters since. The position peaked at $441K in Q4 2022. 133 funds tracked by Wall St. Rank hold IGE as of Q3 2024.

Sweet Financial Partners held 8,834 shares of iShares North American Natural Resources ETF worth $389K as of Q3 2024.
Sweet Financial Partners left its iShares North American Natural Resources ETF share count unchanged in Q3 2024.
iShares North American Natural Resources ETF made up 0.08% of Sweet Financial Partners's portfolio in Q3 2024, its #144 holding.
Sweet Financial Partners first reported a position in iShares North American Natural Resources ETF in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's iShares North American Natural Resources ETF position peaked at $441K in Q4 2022.
133 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.