VisionPoint Advisory Group’s iShares North American Natural Resources ETF IGE Stock Holding History

VisionPoint Advisory Group’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	–	Sell	-15,227	Closed	-$764K	–	459
2025 Q4	$764K	Buy	15,227 +62	+0.4%	+$3.04K	0.15%	158
2025 Q3	$744K	Buy	15,165 +194	+1%	+$9.02K	0.15%	158
2025 Q2	$662K	Buy	+14,971	New	+$642K	0.14%	160

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

VisionPoint Advisory Group's IGE Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of iShares North American Natural Resources ETF (IGE) in Q1 2026, closing a stake of 15,227 shares — an estimated $764K sold.

VisionPoint Advisory Group first reported a position in IGE in Q2 2025 and held it in 3 quarters. The position peaked at $764K in Q4 2025. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

VisionPoint Advisory Group reported no remaining iShares North American Natural Resources ETF position as of Q1 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 15,227 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $764K.
VisionPoint Advisory Group first reported a position in iShares North American Natural Resources ETF in Q2 2025 and held it in 3 quarters.
VisionPoint Advisory Group's iShares North American Natural Resources ETF position peaked at $764K in Q4 2025.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.