Steward Partners Investment Advisory’s iShares North American Natural Resources ETF IGE Stock Holding History

Steward Partners Investment Advisory’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	$12.3M	Buy	195,538 +30,439	+18%	+$1.79M	0.06%	284
2025 Q4	$8.29M	Buy	165,099 +1,014	+0.6%	+$49.7K	0.05%	339
2025 Q3	$8.05M	Sell	164,085 -1,266	-0.8%	-$58.8K	0.05%	341
2025 Q2	$7.32M	Sell	165,351 -137,257	-45%	-$5.88M	0.06%	326
2025 Q1	$13.8M	Buy	302,608 +148,429	+96%	+$6.62M	0.12%	168
2024 Q4	$6.59M	Buy	154,179 +60,840	+65%	+$2.75M	0.06%	314
2024 Q3	$4.11M	Sell	93,339 -646	-0.7%	-$28.5K	0.04%	420
2024 Q2	$4.14M	Sell	93,985 -42	-0%	-$1.89K	0.04%	374
2024 Q1	$4.23M	Sell	94,027 -41,365	-31%	-$1.7M	0.05%	369
2023 Q4	$5.51M	Buy	135,392 +64,328	+91%	+$2.6M	0.07%	265
2023 Q3	$2.96M	Sell	71,064 -2,832	-4%	-$117K	0.05%	372
2023 Q2	$2.87M	Sell	73,896 -9,655	-12%	-$373K	0.04%	382
2023 Q1	$3.27M	Buy	83,551 +19,502	+30%	+$787K	0.05%	346
2022 Q4	$2.6M	Buy	64,049 +2	+0%	+$81	0.04%	379
2022 Q3	$2.23M	Buy	64,047 +1,203	+2%	+$44.8K	0.04%	395
2022 Q2	$2.26M	Buy	62,844 +6,463	+11%	+$262K	0.04%	403
2022 Q1	$2.28M	Buy	56,381 +56,350	+181,774%	+$2.06M	0.04%	442
2021 Q4	$1K	Hold	31	–	–	﹤0.01%	3095
2021 Q3	$1K	Hold	31	–	–	﹤0.01%	3078
2021 Q2	$1K	Hold	31	–	–	﹤0.01%	6967
2021 Q1	$855	Hold	31	–	–	﹤0.01%	3325
2020 Q4	$1K	Hold	31	–	–	﹤0.01%	2787
2020 Q3	$1K	Hold	31	–	–	﹤0.01%	2665
2020 Q2	$1K	Sell	31 -1,070	-97%	-$22.3K	﹤0.01%	2574
2020 Q1	$18K	Sell	1,101 -1,112	-50%	-$27.5K	﹤0.01%	1647
2019 Q4	$66K	Sell	2,213 -237	-10%	-$6.91K	﹤0.01%	1285
2019 Q3	$71K	Sell	2,450 -493	-17%	-$14.5K	﹤0.01%	1212
2019 Q2	$90K	Buy	+2,943	New	+$90K	﹤0.01%	1100
2019 Q1	–	Sell	-7,686	Closed	-$208K	–	815
2018 Q4	$208K	Buy	7,686 +275	+4%	+$8.66K	0.01%	702
2018 Q3	$266K	Buy	7,411 +3,375	+84%	+$122K	0.01%	653
2018 Q2	$149K	Buy	4,036 +1,000	+33%	+$36K	0.01%	734
2018 Q1	$100K	Sell	3,036 -1,807	-37%	-$62.5K	0.01%	775
2017 Q4	$171K	Hold	4,843	–	–	0.01%	549
2017 Q3	$163K	Hold	4,843	–	–	0.02%	473
2017 Q2	$153K	Hold	4,843	–	–	0.02%	443
2017 Q1	$165K	Buy	4,843 +4,490	+1,272%	+$158K	0.03%	350
2016 Q4	$12K	Buy	+353	New	+$12.3K	0.01%	529

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

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

Steward Partners Investment Advisory's IGE Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its iShares North American Natural Resources ETF (IGE) stake by 18% in Q1 2026, buying an estimated $1.79M and bringing the position to 195,538 shares worth $12.3M. The position accounts for 0.06% of the portfolio, ranked #284.

Steward Partners Investment Advisory first reported a position in IGE in Q4 2016 and has held it in 37 quarters since. The position peaked at $13.8M in Q1 2025. 173 funds tracked by Wall St. Rank hold IGE as of Q1 2026.

Steward Partners Investment Advisory held 195,538 shares of iShares North American Natural Resources ETF worth $12.3M as of Q1 2026.
Steward Partners Investment Advisory bought 30,439 iShares North American Natural Resources ETF shares in Q1 2026, an estimated $1.79M.
iShares North American Natural Resources ETF made up 0.06% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #284 holding.
Steward Partners Investment Advisory first reported a position in iShares North American Natural Resources ETF in Q4 2016 and has held it in 37 quarters since.
Steward Partners Investment Advisory's iShares North American Natural Resources ETF position peaked at $13.8M in Q1 2025.
173 funds tracked by Wall St. Rank held iShares North American Natural Resources ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.