Wealth Enhancement Advisory Services
IGE icon

Wealth Enhancement Advisory Services’s iShares North American Natural Resources ETF IGE Stock Holding History

Wealth Enhancement Advisory Services’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
Q3 		$1.48M Buy
23,189
+18,378
+382% +$1.14M ﹤0.01% 1891
2026
Q2 		$276K Buy
4,811
+503
+12% +$30.5K ﹤0.01% 3273
2026
Q1 		$268K Buy
+4,308
New +$253K ﹤0.01% 2877
2025
Q1 		– Sell
-19,287
Closed -$824K – 3052
2024
Q4 		$824K Buy
19,287
+563
+3% +$25.5K ﹤0.01% 1651
2024
Q3 		$825K Buy
18,724
+15
+0.1% +$661 ﹤0.01% 1504
2024
Q2 		$823K Hold
18,709
– – ﹤0.01% 1371
2024
Q1 		$842K Sell
18,709
-12
-0.1% -$493 ﹤0.01% 1319
2023
Q4 		$762K Hold
18,721
– – ﹤0.01% 1278
2023
Q3 		$779K Buy
+18,721
New +$771K ﹤0.01% 1199

Other funds holding IGE

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's IGE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its iShares North American Natural Resources ETF (IGE) stake by 382% in Q3 2026, buying an estimated $1.14M and bringing the position to 23,189 shares worth $1.48M. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Wealth Enhancement Advisory Services first reported a position in IGE in Q3 2023 and has held it in 9 quarters since. 12 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

  • Wealth Enhancement Advisory Services held 23,189 shares of iShares North American Natural Resources ETF worth $1.48M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 18,378 iShares North American Natural Resources ETF shares in Q3 2026, an estimated $1.14M.
  • iShares North American Natural Resources ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1891 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares North American Natural Resources ETF in Q3 2023 and has held it in 9 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.