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Wealthcare Advisory Partners’s iShares North American Natural Resources ETF IGE Stock Holding History

Wealthcare Advisory 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
2026
Q2 		$14.7M Buy
261,750
+31,686
+14% +$1.92M 0.28% 70
2026
Q1 		$14.5M Buy
230,064
+105,374
+85% +$6.18M 0.28% 78
2025
Q4 		$6.26M Buy
+124,690
New +$6.11M 0.12% 147
2020
Q2 		– Sell
-1,583
Closed -$26K – 822
2020
Q1 		$26K Hold
1,583
– – ﹤0.01% 662
2019
Q4 		$48K Buy
1,583
+3
+0.2% +$88 0.01% 556
2019
Q3 		$46K Buy
1,580
+1
+0.1% +$29 0.01% 549
2019
Q2 		$48K Hold
1,579
– – 0.01% 512
2019
Q1 		$50K Buy
1,579
+1
+0.1% +$31 0.01% 465
2018
Q4 		$43K Buy
1,578
+1
+0.1% +$32 0.01% 460
2018
Q3 		$57K Hold
1,577
– – 0.01% 438
2018
Q2 		$58K Hold
1,577
– – 0.01% 438
2018
Q1 		$52K Sell
1,577
-830
-34% -$28.7K 0.01% 389
2017
Q4 		$85K Hold
2,407
– – 0.02% 287
2017
Q3 		$81K Buy
+2,407
New +$77.3K 0.02% 241

Other funds holding IGE

CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
WCP
Wealthcare Capital Partners West Chester, Pennsylvania $242M AUM 18.96% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.2B AUM 28.32% 1-Year Est. Return
WCM
Wealthcare Capital Management Richmond, Virginia $1.05B AUM 14.89% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $151M AUM 22.54% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
WBC
West Branch Capital Amherst, Massachusetts $430M AUM 41.9% 1-Year Est. Return