Rockland Trust’s iShares US Technology ETF IYW Stock Holding History

Rockland Trust’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281K	Sell	1,116 -71	-6%	-$16.3K	0.01%	282
2026 Q1	$215K	Sell	1,187 -25	-2%	-$4.83K	0.01%	298
2025 Q4	$242K	Sell	1,212 -623	-34%	-$125K	0.01%	286
2025 Q3	$359K	Hold	1,835	–	–	0.01%	244
2025 Q2	$318K	Hold	1,835	–	–	0.02%	214
2025 Q1	$258K	Sell	1,835 -98	-5%	-$15.3K	0.01%	233
2024 Q4	$308K	Hold	1,933	–	–	0.02%	231
2024 Q3	$293K	Sell	1,933 -93	-5%	-$13.7K	0.01%	239
2024 Q2	$305K	Sell	2,026 -1,196	-37%	-$165K	0.02%	245
2024 Q1	$435K	Sell	3,222 -563	-15%	-$73.3K	0.02%	218
2023 Q4	$465K	Sell	3,785 -940	-20%	-$106K	0.03%	209
2023 Q3	$496K	Hold	4,725	–	–	0.03%	199
2023 Q2	$514K	Sell	4,725 -1,633	-26%	-$160K	0.03%	200
2023 Q1	$590K	Sell	6,358 -6,448	-50%	-$541K	0.04%	187
2022 Q4	$954K	Buy	+12,806	New	+$980K	0.06%	148

Other funds holding IYW

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

ALA

Atlas Legacy Advisors Los Angeles, California $678M AUM 28.61% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

FMC

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Rockland Trust's IYW Position: Q2 2026 in Review

Rockland Trust reduced its iShares US Technology ETF (IYW) stake by 6% in Q2 2026, selling an estimated $16.3K and leaving 1,116 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #282.

Rockland Trust first reported a position in IYW in Q4 2022 and has held it in 15 quarters since. The position peaked at $954K in Q4 2022. 678 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Rockland Trust held 1,116 shares of iShares US Technology ETF worth $281K as of Q2 2026.
Rockland Trust sold 71 iShares US Technology ETF shares in Q2 2026, an estimated $16.3K.
iShares US Technology ETF made up 0.01% of Rockland Trust's portfolio in Q2 2026, its #282 holding.
Rockland Trust first reported a position in iShares US Technology ETF in Q4 2022 and has held it in 15 quarters since.
Rockland Trust's iShares US Technology ETF position peaked at $954K in Q4 2022.
678 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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