Mezzasalma Advisors’s iShares North American Natural Resources ETF IGE Stock Holding History

Mezzasalma Advisors’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 Q2	$499K	Buy	8,885 +45	+0.5%	+$2.72K	0.1%	115
2026 Q1	$556K	Buy	8,840 +35	+0.4%	+$2.05K	0.14%	88
2025 Q4	$449K	Buy	8,805 +62	+0.7%	+$3.04K	0.11%	111
2025 Q3	$429K	Sell	8,743 -146	-2%	-$6.79K	0.11%	107
2025 Q2	$393K	Buy	8,889 +53	+0.6%	+$2.27K	0.12%	99
2025 Q1	$402K	Buy	8,836 +47	+0.5%	+$2.1K	0.14%	95
2024 Q4	$376K	Buy	+8,789	New	+$398K	0.12%	95

Other funds holding IGE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CNC

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WAP

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

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mezzasalma Advisors's IGE Position: Q2 2026 in Review

Mezzasalma Advisors increased its iShares North American Natural Resources ETF (IGE) stake by 0.51% in Q2 2026, buying an estimated $2.72K and bringing the position to 8,885 shares worth $499K. The position accounts for 0.1% of the portfolio, ranked #115.

Mezzasalma Advisors first reported a position in IGE in Q4 2024 and has held it in 7 quarters since. The position peaked at $556K in Q1 2026. 171 funds tracked by Wall St. Rank hold IGE as of Q2 2026.

Mezzasalma Advisors held 8,885 shares of iShares North American Natural Resources ETF worth $499K as of Q2 2026.
Mezzasalma Advisors bought 45 iShares North American Natural Resources ETF shares in Q2 2026, an estimated $2.72K.
iShares North American Natural Resources ETF made up 0.1% of Mezzasalma Advisors's portfolio in Q2 2026, its #115 holding.
Mezzasalma Advisors first reported a position in iShares North American Natural Resources ETF in Q4 2024 and has held it in 7 quarters since.
Mezzasalma Advisors's iShares North American Natural Resources ETF position peaked at $556K in Q1 2026.
171 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q2 2026.

Based on Mezzasalma Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.