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

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

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

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealthcare Advisory Partners's IGE Position: Q2 2026 in Review

Wealthcare Advisory Partners increased its iShares North American Natural Resources ETF (IGE) stake by 14% in Q2 2026, buying an estimated $1.92M and bringing the position to 261,750 shares worth $14.7M. The position accounts for 0.28% of the portfolio, ranked #70.

Wealthcare Advisory Partners first reported a position in IGE in Q3 2017 and has held it in 14 quarters since. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Wealthcare Advisory Partners held 261,750 shares of iShares North American Natural Resources ETF worth $14.7M as of Q2 2026.
Wealthcare Advisory Partners bought 31,686 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $1.92M.
iShares North American Natural Resources ETF made up 0.28% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #70 holding.
Wealthcare Advisory Partners first reported a position in iShares North American Natural Resources ETF in Q3 2017 and has held it in 14 quarters since.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.