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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
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

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TSW
Three Seasons Wealth Salt Lake City, Utah $1.1B AUM 50.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rockland Trust's IYE Position: Q2 2026 in Review

Rockland Trust held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 22,566 shares worth $1.28M. The position accounts for 0.05% of the portfolio, ranked #130.

Rockland Trust first reported a position in IYE in Q2 2020 and has held it in 25 quarters since. The position peaked at $6.39M in Q2 2020. 325 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

  • Rockland Trust held 22,566 shares of iShares US Energy ETF worth $1.28M as of Q2 2026.
  • Rockland Trust left its iShares US Energy ETF share count unchanged in Q2 2026.
  • iShares US Energy ETF made up 0.05% of Rockland Trust's portfolio in Q2 2026, its #130 holding.
  • Rockland Trust first reported a position in iShares US Energy ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockland Trust's iShares US Energy ETF position peaked at $6.39M in Q2 2020.
  • 325 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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