RT
IYE icon

Rockland Trust’s iShares US Energy ETF IYE Stock Holding History

Rockland Trust’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.45M Sell
22,327
-239
-1% -$15.3K 0.06% 118
2026
Q2 		$1.28M Hold
22,566
– – 0.05% 130
2026
Q1 		$1.46M Sell
22,566
-843
-4% -$47.8K 0.06% 118
2025
Q4 		$1.11M Sell
23,409
-600
-2% -$28.4K 0.04% 143
2025
Q3 		$1.14M Hold
24,009
– – 0.05% 145
2025
Q2 		$1.09M Sell
24,009
-408
-2% -$18K 0.05% 121
2025
Q1 		$1.2M Sell
24,417
-590
-2% -$28.1K 0.06% 115
2024
Q4 		$1.14M Hold
25,007
– – 0.06% 121
2024
Q3 		$1.16M Sell
25,007
-2,303
-8% -$108K 0.06% 123
2024
Q2 		$1.31M Sell
27,310
-807
-3% -$39.4K 0.07% 112
2024
Q1 		$1.39M Sell
28,117
-1
-0% -$45 0.07% 117
2023
Q4 		$1.24M Sell
28,118
-166
-0.6% -$7.46K 0.07% 127
2023
Q3 		$1.34M Sell
28,284
-242
-0.8% -$11.2K 0.08% 113
2023
Q2 		$1.22M Sell
28,526
-2,097
-7% -$89.8K 0.07% 125
2023
Q1 		$1.34M Sell
30,623
-1,956
-6% -$88.5K 0.08% 117
2022
Q4 		$1.51M Sell
32,579
-575
-2% -$26.9K 0.1% 120
2022
Q3 		$1.3M Sell
33,154
-1,505
-4% -$61.8K 0.09% 112
2022
Q2 		$1.32M Sell
34,659
-5,251
-13% -$223K 0.09% 115
2022
Q1 		$1.63M Sell
39,910
-6,251
-14% -$230K 0.1% 110
2021
Q4 		$1.39M Sell
46,161
-2,592
-5% -$79.8K 0.09% 124
2021
Q3 		$1.38M Sell
48,753
-7,550
-13% -$203K 0.1% 113
2021
Q2 		$1.64M Sell
56,303
-120,520
-68% -$3.36M 0.11% 105
2021
Q1 		$4.64M Sell
176,823
-5,644
-3% -$139K 0.33% 72
2020
Q4 		$3.69M Sell
182,467
-73,593
-29% -$1.35M 0.29% 74
2020
Q3 		$4.09M Sell
256,060
-63,190
-20% -$1.19M 0.35% 69
2020
Q2 		$6.39M Buy
+319,250
New +$6.25M 0.57% 56

Other funds holding IYE

BRCM
Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
FCFC
First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return
HWA
Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return
BA
Ballew Advisors Jackson, Mississippi $201M AUM 10.31% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MHR
Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

Rockland Trust's IYE Position: Q3 2026 in Review

Rockland Trust reduced its iShares US Energy ETF (IYE) stake by 1.1% in Q3 2026, selling an estimated $15.3K and leaving 22,327 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #118.

Rockland Trust first reported a position in IYE in Q2 2020 and has held it in 26 quarters since. The position peaked at $6.39M in Q2 2020. 17 funds tracked by Wall St. Rank hold IYE as of Q3 2026.

  • Rockland Trust held 22,327 shares of iShares US Energy ETF worth $1.45M as of Q3 2026.
  • Rockland Trust sold 239 iShares US Energy ETF shares in Q3 2026, an estimated $15.3K.
  • iShares US Energy ETF made up 0.06% of Rockland Trust's portfolio in Q3 2026, its #118 holding.
  • Rockland Trust first reported a position in iShares US Energy ETF in Q2 2020 and has held it in 26 quarters since.
  • Rockland Trust's iShares US Energy ETF position peaked at $6.39M in Q2 2020.
  • 17 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q3 2026.

Based on Rockland Trust's 13F filing for Q3 2026, filed 5 Oct 2026.