NATIONS FINANCIAL GROUP INC, /IA/ /ADV IGE — ISHARES NORTH AMERICAN NATURAL RESOURCES ETF

Ownership history in NATIONS FINANCIAL GROUP INC, /IA/ /ADV  ·  12 quarters on record

AI Ownership Summary

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported ISHARES NORTH AMERICAN NATURAL RESOURCES ETF (IGE) in 12 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.11% in 2024 Q1. The latest visible filing shows IGE at 0.08% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IGE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was NATIONS FINANCIAL GROUP INC, /IA/ /ADV's position in ISHARES NORTH AMERICAN NATURAL RESOURCES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

IGE was reported at 0.08% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.11% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IGE stock page NATIONS FINANCIAL GROUP INC, /IA/ /ADV fund profile NATIONS FINANCIAL GROUP INC, /IA/ /ADV full holdings
How NATIONS FINANCIAL GROUP INC, /IA/ /ADV held IGE — position size vs. price
% of Fund (quarterly)    IGE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 27,949 -341 -1.2% 0.08% $1.6M 2026-07-23 $60.27
2026 Q1 REDUCED — — — 28,290 -210 -0.7% 0.09% $1.8M 2026-04-15 $60.51
2025 Q4 REDUCED — — — 28,500 -345 -1.2% 0.08% $1.4M 2026-01-26 $56.05
2025 Q3 REDUCED — — — 28,845 -280 -1.0% 0.09% $1.4M 2025-10-28 $46.89
2025 Q2 REDUCED — — — 29,125 -371 -1.3% 0.09% $1.3M 2025-08-11 $44.08
2025 Q1 REDUCED — — — 29,496 -458 -1.5% 0.10% $1.3M 2025-05-13 $42.44
2024 Q4 REDUCED — — — 29,954 -1,183 -3.8% 0.09% $1.3M 2025-01-30 $43.43
2024 Q3 ADDED — — — 31,137 +406 +1.3% 0.10% $1.4M 2024-11-04 $43.00
2024 Q2 ADDED — — — 30,731 +1,384 +4.7% 0.11% $1.4M 2024-07-29 $42.58
2024 Q1 REDUCED — — — 29,347 -3 -0.0% 0.11% $1.3M 2024-04-23 $43.03
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding IGE

As of 2026 Q2 — sorted by position size

CITIZENS & NORTHERN CORP 3Y 7Y 5.49% Sachetta, LLC 1.04% Factor Wealth Management LTD 0.89% Wealthcare Capital Partners, LLC 0.83% Courage Miller Partners, LLC 3Y 7Y 0.82% GUIDANCE CAPITAL, INC 0.4% Wealthcare Advisory Partners LLC 3Y 7Y 0.28% ARKANSAS FINANCIAL GROUP, INC. 3Y 7Y 0.21% Family Investment Center, Inc. 3Y 0.17% Barnes Wealth Management Group, Inc 0.14%

FAQ About NATIONS FINANCIAL GROUP INC, /IA/ /ADV and IGE

These are the practical questions this page is built to answer before you even open the full history table.

How long has NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported owning IGE?

NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported IGE across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported IGE position in NATIONS FINANCIAL GROUP INC, /IA/ /ADV's portfolio?

The largest reported portfolio weight for IGE was 0.11% in 2024 Q1.

What is the latest reported IGE position on this page?

The most recent filing on this page is 2026 Q2, when NATIONS FINANCIAL GROUP INC, /IA/ /ADV reported 27,949 shares, equal to 0.08% of portfolio, with an estimated market value of $1.6M.

What does the chart on this IGE ownership page compare?

The chart compares NATIONS FINANCIAL GROUP INC, /IA/ /ADV's quarterly IGE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did NATIONS FINANCIAL GROUP INC, /IA/ /ADV time their IGE position?

Based on 13F filing dates vs. subsequent IGE price moves, NATIONS FINANCIAL GROUP INC, /IA/ /ADV correctly timed 5 out of 11 reported position changes (45%). The annualised alpha on IGE relative to SPY over the holding period was -2.2%.

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