Carson Wealth (CWM LLC)’s iShares North American Natural Resources ETF IGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
258,479
+5,102
| +2% | +$226K | 0.04% | 363 |
|
|
2025
Q1 | $11.5M | Buy |
253,377
+11,289
| +5% | +$513K | 0.05% | 320 |
|
|
2024
Q4 | $10.3M | Buy |
242,088
+11,626
| +5% | +$497K | 0.04% | 313 |
|
|
2024
Q3 | $10.2M | Sell |
230,462
-14,059
| -6% | -$620K | 0.04% | 305 |
|
|
2024
Q2 | $10.8M | Sell |
244,521
-5,053
| -2% | -$222K | 0.05% | 283 |
|
|
2024
Q1 | $11.2M | Sell |
249,574
-52,980
| -18% | -$2.38M | 0.05% | 275 |
|
|
2023
Q4 | $12.3M | Sell |
302,554
-75,187
| -20% | -$3.06M | 0.07% | 247 |
|
|
2023
Q3 | $15.7M | Buy |
+377,741
| New | +$15.7M | 0.1% | 183 |
|
|
2023
Q2 | – | Sell |
-84
| Closed | -$3K | – | 4293 |
|
|
2023
Q1 | $3K | Hold |
84
| – | – | ﹤0.01% | 3512 |
|
|
2022
Q4 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 3416 |
|
|
2019
Q1 | – | Sell |
-115
| Closed | -$3K | – | 3060 |
|
|
2018
Q4 | $3K | Hold |
115
| – | – | ﹤0.01% | 1656 |
|
|
2018
Q3 | $4K | Buy |
+115
| New | +$4K | ﹤0.01% | 1392 |
|