CWM
IGE icon

CarsonAllaria Wealth Management’s iShares North American Natural Resources ETF IGE Stock Holding History

CarsonAllaria Wealth Management’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
2025
Q3 		– Sell
-448
Closed -$19.8K – 195
2025
Q2 		$19.8K Hold
448
– – 0.01% 199
2025
Q1 		$20.4K Hold
448
– – 0.01% 194
2024
Q4 		$19.1K Buy
+448
New +$20.3K 0.01% 200

Other funds holding IGE

AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CNC
Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CarsonAllaria Wealth Management's IGE Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of iShares North American Natural Resources ETF (IGE) in Q3 2025, closing a stake of 448 shares — an estimated $19.8K sold.

CarsonAllaria Wealth Management first reported a position in IGE in Q4 2024 and held it in 3 quarters. The position peaked at $20.4K in Q1 2025. 146 funds tracked by Wall St. Rank hold IGE as of Q3 2025.

  • CarsonAllaria Wealth Management reported no remaining iShares North American Natural Resources ETF position as of Q3 2025 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 448 iShares North American Natural Resources ETF shares in Q3 2025, an estimated $19.8K.
  • CarsonAllaria Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2024 and held it in 3 quarters.
  • CarsonAllaria Wealth Management's iShares North American Natural Resources ETF position peaked at $20.4K in Q1 2025.
  • 146 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.