Valmark Advisers’s iShares North American Natural Resources ETF IGE Stock Holding History

Valmark Advisers’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 Q1	$1M	Sell	15,940 -1,544	-9%	-$90.6K	0.01%	349
2025 Q4	$878K	Buy	17,484 +431	+3%	+$21.1K	0.01%	358
2025 Q3	$836K	Buy	17,053 +500	+3%	+$23.2K	0.01%	356
2025 Q2	$732K	Sell	16,553 -406	-2%	-$17.4K	0.01%	384
2025 Q1	$771K	Sell	16,959 -567	-3%	-$25.3K	0.01%	355
2024 Q4	$749K	Buy	17,526 +2,123	+14%	+$96K	0.01%	357
2024 Q3	$679K	Buy	15,403 +403	+3%	+$17.8K	0.01%	366
2024 Q2	$660K	Buy	15,000 +617	+4%	+$27.7K	0.01%	352
2024 Q1	$647K	Buy	14,383 +445	+3%	+$18.3K	0.01%	337
2023 Q4	$568K	Sell	13,938 -2,648	-16%	-$107K	0.01%	332
2023 Q3	$690K	Buy	16,586 +4,310	+35%	+$178K	0.01%	281
2023 Q2	$477K	Buy	12,276 +523	+4%	+$20.2K	0.01%	338
2023 Q1	$460K	Sell	11,753 -1,146	-9%	-$46.2K	0.01%	335
2022 Q4	$524K	Sell	12,899 -858	-6%	-$34.8K	0.01%	306
2022 Q3	$478K	Buy	13,757 +17	+0.1%	+$633	0.01%	288
2022 Q2	$494K	Sell	13,740 -1,974	-13%	-$80.1K	0.01%	294
2022 Q1	$636K	Buy	15,714 +3,987	+34%	+$146K	0.01%	270
2021 Q4	$369K	Sell	11,727 -595	-5%	-$18.8K	0.01%	321
2021 Q3	$362K	Sell	12,322 -15	-0.1%	-$431	0.01%	303
2021 Q2	$375K	Buy	12,337 +122	+1%	+$3.64K	0.01%	306
2021 Q1	$337K	Buy	12,215 +432	+4%	+$11.4K	0.01%	311
2020 Q4	$274K	Buy	11,783 +18	+0.2%	+$392	0.01%	308
2020 Q3	$233K	Sell	11,765 -717	-6%	-$15.6K	0.01%	272
2020 Q2	$271K	Buy	12,482 +334	+3%	+$6.95K	0.01%	225
2020 Q1	$202K	Sell	12,148 -307	-2%	-$7.6K	0.01%	223
2019 Q4	$375K	Buy	12,455 +282	+2%	+$8.23K	0.01%	167
2019 Q3	$354K	Buy	12,173 +1,046	+9%	+$30.8K	0.01%	174
2019 Q2	$342K	Buy	11,127 +573	+5%	+$17.5K	0.01%	169
2019 Q1	$331K	Buy	10,554 +575	+6%	+$17.6K	0.01%	168
2018 Q4	$271K	Buy	9,979 +2,797	+39%	+$88.1K	0.01%	173
2018 Q3	$257K	Sell	7,182 -4,612	-39%	-$167K	0.01%	174
2018 Q2	$435K	Sell	11,794 -1,481	-11%	-$53.4K	0.01%	128
2018 Q1	$439K	Buy	13,275 +1,160	+10%	+$40.1K	0.01%	118
2017 Q4	$429K	Buy	12,115 +680	+6%	+$22.9K	0.01%	119
2017 Q3	$385K	Buy	11,435 +1,871	+20%	+$60.1K	0.01%	57
2017 Q2	$303K	Buy	9,564 +723	+8%	+$23.7K	0.01%	61
2017 Q1	$303K	Buy	8,841 +425	+5%	+$15K	0.01%	59
2016 Q4	$303K	Buy	8,416 +908	+12%	+$31.6K	0.01%	59
2016 Q3	$259K	Buy	7,508 +984	+15%	+$33.1K	0.01%	69
2016 Q2	$217K	Buy	+6,524	New	+$209K	0.01%	66

Other funds holding IGE

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

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

Valmark Advisers's IGE Position: Q1 2026 in Review

Valmark Advisers reduced its iShares North American Natural Resources ETF (IGE) stake by 8.8% in Q1 2026, selling an estimated $90.6K and leaving 15,940 shares worth $1M. The position accounts for 0.01% of the portfolio, ranked #349.

Valmark Advisers first reported a position in IGE in Q2 2016 and has held it in 40 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Valmark Advisers held 15,940 shares of iShares North American Natural Resources ETF worth $1M as of Q1 2026.
Valmark Advisers sold 1,544 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $90.6K.
iShares North American Natural Resources ETF made up 0.01% of Valmark Advisers's portfolio in Q1 2026, its #349 holding.
Valmark Advisers first reported a position in iShares North American Natural Resources ETF in Q2 2016 and has held it in 40 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.