Windward Private Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

Windward Private Wealth 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	$1.97M	Sell	35,116 -915	-3%	-$55.4K	0.63%	21
2026 Q1	$2.27M	Sell	36,031 -1,294	-3%	-$75.9K	0.78%	18
2025 Q4	$1.87M	Sell	37,325 -2,132	-5%	-$105K	0.65%	20
2025 Q3	$1.94M	Sell	39,457 -110	-0.3%	-$5.11K	0.67%	19
2025 Q2	$1.75M	Sell	39,567 -3,750	-9%	-$161K	0.63%	19
2025 Q1	$1.97M	Sell	43,317 -2,329	-5%	-$104K	0.77%	17
2024 Q4	$1.95M	Sell	45,646 -1,126	-2%	-$50.9K	0.76%	18
2024 Q3	$2.06M	Sell	46,772 -1,176	-2%	-$51.8K	0.79%	18
2024 Q2	$2.11M	Sell	47,948 -1,035	-2%	-$46.5K	0.85%	17
2024 Q1	$2.2M	Sell	48,983 -3,490	-7%	-$143K	0.9%	17
2023 Q4	$2.14M	Sell	52,473 -12,611	-19%	-$510K	0.9%	19
2023 Q3	$2.71M	Sell	65,084 -1,007	-2%	-$41.5K	1.22%	18
2023 Q2	$2.57M	Sell	66,091 -596	-0.9%	-$23K	1.14%	19
2023 Q1	$2.61M	Sell	66,687 -906	-1%	-$36.6K	1.11%	20
2022 Q4	$2.75M	Sell	67,593 -1,182	-2%	-$48K	1.22%	19
2022 Q3	$2.39M	Sell	68,775 -2,298	-3%	-$85.5K	1.15%	18
2022 Q2	$2.56M	Sell	71,073 -14,827	-17%	-$602K	1.18%	17
2022 Q1	$3.48M	Sell	85,900 -7,838	-8%	-$287K	1.44%	15
2021 Q4	$2.95M	Sell	93,738 -4,062	-4%	-$128K	1.14%	17
2021 Q3	$2.87M	Sell	97,800 -18,618	-16%	-$535K	1.17%	17
2021 Q2	$3.54M	Sell	116,418 -7,753	-6%	-$232K	1.45%	14
2021 Q1	$3.42M	Sell	124,171 -33,307	-21%	-$881K	1.52%	14
2020 Q4	$3.67M	Buy	+157,478	New	+$3.43M	1.71%	12

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

Windward Private Wealth Management's IGE Position: Q2 2026 in Review

Windward Private Wealth Management reduced its iShares North American Natural Resources ETF (IGE) stake by 2.5% in Q2 2026, selling an estimated $55.4K and leaving 35,116 shares worth $1.97M. The position accounts for 0.63% of the portfolio, ranked #21.

Windward Private Wealth Management first reported a position in IGE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.67M in Q4 2020. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Windward Private Wealth Management held 35,116 shares of iShares North American Natural Resources ETF worth $1.97M as of Q2 2026.
Windward Private Wealth Management sold 915 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $55.4K.
iShares North American Natural Resources ETF made up 0.63% of Windward Private Wealth Management's portfolio in Q2 2026, its #21 holding.
Windward Private Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2020 and has held it in 23 quarters since.
Windward Private Wealth Management's iShares North American Natural Resources ETF position peaked at $3.67M in Q4 2020.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Windward Private Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.