Wealthcare Capital Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Wealthcare Capital Management’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	$476K	Buy	8,471 +1,869	+28%	+$113K	0.05%	62
2026 Q1	$416K	Buy	6,602 +1,470	+29%	+$86.2K	0.04%	62
2025 Q4	$258K	Buy	+5,132	New	+$252K	0.03%	81

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

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 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

Wealthcare Capital Management's IGE Position: Q2 2026 in Review

Wealthcare Capital Management increased its iShares North American Natural Resources ETF (IGE) stake by 28% in Q2 2026, buying an estimated $113K and bringing the position to 8,471 shares worth $476K. The position accounts for 0.05% of the portfolio, ranked #62.

Wealthcare Capital Management first reported a position in IGE in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Wealthcare Capital Management held 8,471 shares of iShares North American Natural Resources ETF worth $476K as of Q2 2026.
Wealthcare Capital Management bought 1,869 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $113K.
iShares North American Natural Resources ETF made up 0.05% of Wealthcare Capital Management's portfolio in Q2 2026, its #62 holding.
Wealthcare Capital Management first reported a position in iShares North American Natural Resources ETF in Q4 2025 and has held it in 3 quarters since.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

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