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

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	–	3099
2018 Q4	$3K	Hold	115	–	–	﹤0.01%	1662
2018 Q3	$4K	Buy	+115	New	+$4.15K	﹤0.01%	1395