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Avidian Wealth Enterprises’s iShares North American Natural Resources ETF IGE Stock Holding History

Avidian Wealth Enterprises’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
Q3 		$1.42M Buy
+23,082
New +$1.43M 0.04% 263

Other funds holding IGE

CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.75% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
MAFA
MJT & Associates Financial Advisory Monteviceo, Minnesota $155M AUM 15.7% 1-Year Est. Return
MWP
Meriwether Wealth & Planning Minden, Louisiana $222M AUM 15.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's IGE Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in iShares North American Natural Resources ETF (IGE) in Q3 2026: 23,082 shares worth $1.42M. The stake represents 0.04% of the portfolio and ranks #263 among its holdings.

12 funds tracked by Wall St. Rank hold IGE as of Q3 2026.

  • Avidian Wealth Enterprises held 23,082 shares of iShares North American Natural Resources ETF worth $1.42M as of Q3 2026.
  • iShares North American Natural Resources ETF was a new Avidian Wealth Enterprises position in Q3 2026.
  • iShares North American Natural Resources ETF made up 0.04% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #263 holding.
  • 12 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.