Rockland Trust’s iShares Global 100 ETF IOO Stock Holding History

Rockland Trust’s Portfolio IOO Stock Details IOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Hold	2,815	–	–	0.02%	251
2026 Q1	$341K	Buy	+2,815	New	+$355K	0.01%	261

Other funds holding IOO

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWA

Amplius Wealth Advisors Blue Bell, Pennsylvania $1.36B AUM 18.99% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bluesphere Advisors East Norriton, Pennsylvania $324M AUM 27.14% 1-Year Est. Return

RMS

Retirement Management Systems Leonardtown, Maryland $488M AUM

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

Rockland Trust's IOO Position: Q2 2026 in Review

Rockland Trust held its iShares Global 100 ETF (IOO) position steady in Q2 2026 at 2,815 shares worth $385K. The position accounts for 0.02% of the portfolio, ranked #251.

Rockland Trust first reported a position in IOO in Q1 2026 and has held it in 2 quarters since. 185 funds tracked by Wall St. Rank hold IOO as of Q2 2026.

Rockland Trust held 2,815 shares of iShares Global 100 ETF worth $385K as of Q2 2026.
Rockland Trust left its iShares Global 100 ETF share count unchanged in Q2 2026.
iShares Global 100 ETF made up 0.02% of Rockland Trust's portfolio in Q2 2026, its #251 holding.
Rockland Trust first reported a position in iShares Global 100 ETF in Q1 2026 and has held it in 2 quarters since.
185 funds tracked by Wall St. Rank held iShares Global 100 ETF as of Q2 2026.

Based on Rockland Trust's 13F filing for Q2 2026, filed 8 Jul 2026.