Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s iShares North American Natural Resources ETF IGE Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$20M Buy
317,295
+43,506
+16% +$2.55M 0.05% 328
2025
Q4 		$13.7M Buy
273,789
+12,667
+5% +$621K 0.04% 418
2025
Q3 		$12.8M Buy
261,122
+2,643
+1% +$123K 0.04% 392
2025
Q2 		$11.4M Buy
258,479
+5,102
+2% +$219K 0.04% 363
2025
Q1 		$11.5M Buy
253,377
+11,289
+5% +$503K 0.05% 320
2024
Q4 		$10.3M Buy
242,088
+11,626
+5% +$526K 0.04% 313
2024
Q3 		$10.2M Sell
230,462
-14,059
-6% -$619K 0.04% 306
2024
Q2 		$10.8M Sell
244,521
-5,053
-2% -$227K 0.05% 284
2024
Q1 		$11.2M Sell
249,574
-52,980
-18% -$2.17M 0.05% 276
2023
Q4 		$12.3M Sell
302,554
-75,187
-20% -$3.04M 0.07% 247
2023
Q3 		$15.7M Buy
+377,741
New +$15.6M 0.1% 183
2023
Q2 		– Sell
-84
Closed -$3K – 4308
2023
Q1 		$3K Hold
84
– – ﹤0.01% 3517
2022
Q4 		$3K Buy
+84
New +$3.41K ﹤0.01% 3419
2019
Q1 		– Sell
-115
Closed -$3K – 3098
2018
Q4 		$3K Hold
115
– – ﹤0.01% 1662
2018
Q3 		$4K Buy
+115
New +$4.15K ﹤0.01% 1395

Other funds holding IGE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IGE Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its iShares North American Natural Resources ETF (IGE) stake by 16% in Q1 2026, buying an estimated $2.55M and bringing the position to 317,295 shares worth $20M. The position accounts for 0.05% of the portfolio, ranked #328.

Carson Wealth (CWM LLC) first reported a position in IGE in Q3 2018 and has held it in 15 quarters since. 174 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 317,295 shares of iShares North American Natural Resources ETF worth $20M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 43,506 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $2.55M.
  • iShares North American Natural Resources ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #328 holding.
  • Carson Wealth (CWM LLC) first reported a position in iShares North American Natural Resources ETF in Q3 2018 and has held it in 15 quarters since.
  • 174 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.