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

Wealthcare Capital 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 		$2M Buy
35,583
+1,166
+3% +$70.6K 0.83% 24
2026
Q1 		$2.17M Buy
34,417
+11,206
+48% +$657K 1.01% 18
2025
Q4 		$1.17M Buy
+23,211
New +$1.14M 0.55% 40

Other funds holding IGE

CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
CMP
Courage Miller Partners Norfolk, Virginia $379M AUM 16.36% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return
GC
Guidance Capital Lousville, Kentucky $468M AUM 26.09% 1-Year Est. Return
AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Wealthcare Capital Partners increased its iShares North American Natural Resources ETF (IGE) stake by 3.4% in Q2 2026, buying an estimated $70.6K and bringing the position to 35,583 shares worth $2M. The position accounts for 0.83% of the portfolio, ranked #24.

Wealthcare Capital Partners first reported a position in IGE in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.17M in Q1 2026. 60 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

  • Wealthcare Capital Partners held 35,583 shares of iShares North American Natural Resources ETF worth $2M as of Q2 2026.
  • Wealthcare Capital Partners bought 1,166 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $70.6K.
  • iShares North American Natural Resources ETF made up 0.83% of Wealthcare Capital Partners's portfolio in Q2 2026, its #24 holding.
  • Wealthcare Capital Partners first reported a position in iShares North American Natural Resources ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealthcare Capital Partners's iShares North American Natural Resources ETF position peaked at $2.17M in Q1 2026.
  • 60 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

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