Midwest Professional Planners Ltd (MPPL)’s iShares North American Natural Resources ETF IGE Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$3.61M	Sell	57,384 -8,904	-13%	-$522K	0.85%	35
2025 Q4	$3.33M	Buy	+66,288	New	+$3.25M	0.79%	42
2023 Q4	–	Sell	-67,622	Closed	-$2.81M	–	133
2023 Q3	$2.81M	Buy	+67,622	New	+$2.79M	1.26%	20
2023 Q2	–	Sell	-95,692	Closed	-$3.75M	–	125
2023 Q1	$3.75M	Buy	95,692 +48,007	+101%	+$1.94M	1.83%	10
2022 Q4	$1.94M	Sell	47,685 -6,070	-11%	-$246K	1.07%	29
2022 Q3	$1.87M	Buy	53,755 +248	+0.5%	+$9.23K	1.12%	22
2022 Q2	$1.93M	Sell	53,507 -59,693	-53%	-$2.42M	1.09%	23
2022 Q1	$4.58M	Buy	+113,200	New	+$4.15M	2.25%	9
2021 Q3	–	Sell	-51,877	Closed	-$1.58M	–	117
2021 Q2	$1.58M	Buy	+51,877	New	+$1.55M	0.82%	34
2018 Q3	–	Sell	-6,836	Closed	-$252K	–	181
2018 Q2	$252K	Buy	+6,836	New	+$246K	0.23%	78

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

Midwest Professional Planners Ltd (MPPL)'s IGE Position: Q1 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its iShares North American Natural Resources ETF (IGE) stake by 13% in Q1 2026, selling an estimated $522K and leaving 57,384 shares worth $3.61M. The position accounts for 0.85% of the portfolio, ranked #35.

Midwest Professional Planners Ltd (MPPL) first reported a position in IGE in Q2 2018 and has held it in 10 quarters since. The position peaked at $4.58M in Q1 2022. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Midwest Professional Planners Ltd (MPPL) held 57,384 shares of iShares North American Natural Resources ETF worth $3.61M as of Q1 2026.
Midwest Professional Planners Ltd (MPPL) sold 8,904 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $522K.
iShares North American Natural Resources ETF made up 0.85% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q1 2026, its #35 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in iShares North American Natural Resources ETF in Q2 2018 and has held it in 10 quarters since.
Midwest Professional Planners Ltd (MPPL)'s iShares North American Natural Resources ETF position peaked at $4.58M in Q1 2022.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q1 2026, filed 5 May 2026.