Nations Financial Group’s iShares North American Natural Resources ETF IGE Stock Holding History

Nations Financial Group’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	$1.78M	Sell	28,290 -210	-0.7%	-$12.3K	0.09%	237
2025 Q4	$1.43M	Sell	28,500 -345	-1%	-$16.9K	0.08%	262
2025 Q3	$1.41M	Sell	28,845 -280	-1%	-$13K	0.09%	247
2025 Q2	$1.29M	Sell	29,125 -371	-1%	-$15.9K	0.09%	241
2025 Q1	$1.34M	Sell	29,496 -458	-2%	-$20.4K	0.1%	226
2024 Q4	$1.28M	Sell	29,954 -1,183	-4%	-$53.5K	0.09%	234
2024 Q3	$1.37M	Buy	31,137 +406	+1%	+$17.9K	0.1%	218
2024 Q2	$1.35M	Buy	30,731 +1,384	+5%	+$62.1K	0.11%	212
2024 Q1	$1.32M	Sell	29,347 -3	-0%	-$123	0.11%	209
2023 Q4	$1.2M	Sell	29,350 -917	-3%	-$37.1K	0.11%	215
2023 Q3	$1.26M	Buy	+30,267	New	+$1.25M	0.13%	191

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

Nations Financial Group's IGE Position: Q1 2026 in Review

Nations Financial Group reduced its iShares North American Natural Resources ETF (IGE) stake by 0.74% in Q1 2026, selling an estimated $12.3K and leaving 28,290 shares worth $1.78M. The position accounts for 0.09% of the portfolio, ranked #237.

Nations Financial Group first reported a position in IGE in Q3 2023 and has held it in 11 quarters since. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Nations Financial Group held 28,290 shares of iShares North American Natural Resources ETF worth $1.78M as of Q1 2026.
Nations Financial Group sold 210 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $12.3K.
iShares North American Natural Resources ETF made up 0.09% of Nations Financial Group's portfolio in Q1 2026, its #237 holding.
Nations Financial Group first reported a position in iShares North American Natural Resources ETF in Q3 2023 and has held it in 11 quarters since.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Nations Financial Group's 13F filing for Q1 2026, filed 15 Apr 2026.