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

Meridian 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
2026 Q1	$340K	Hold	5,400	–	–	0.01%	618
2025 Q4	$271K	Hold	5,400	–	–	0.01%	639
2025 Q3	$265K	Hold	5,400	–	–	0.01%	612
2025 Q2	$239K	Hold	5,400	–	–	0.01%	606
2025 Q1	$246K	Hold	5,400	–	–	0.01%	557
2024 Q4	$231K	Buy	+5,400	New	+$244K	0.01%	575

Other funds holding IGE

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Meridian Wealth Management's IGE Position: Q1 2026 in Review

Meridian Wealth Management held its iShares North American Natural Resources ETF (IGE) position steady in Q1 2026 at 5,400 shares worth $340K. The position accounts for 0.01% of the portfolio, ranked #618.

Meridian Wealth Management first reported a position in IGE in Q4 2024 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Meridian Wealth Management held 5,400 shares of iShares North American Natural Resources ETF worth $340K as of Q1 2026.
Meridian Wealth Management left its iShares North American Natural Resources ETF share count unchanged in Q1 2026.
iShares North American Natural Resources ETF made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #618 holding.
Meridian Wealth Management first reported a position in iShares North American Natural Resources ETF in Q4 2024 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.