WhitTier Trust Company’s iShares US Energy ETF IYE Stock Holding History

WhitTier Trust Company’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	$1.39M	Sell	23,926 -186	-0.8%	-$11.3K	0.03%	263
2026 Q1	$1.52M	Hold	24,112	–	–	0.03%	254
2025 Q4	$1.17M	Sell	24,112 -602	-2%	-$28.5K	0.02%	278
2025 Q3	$1.17M	Hold	24,714	–	–	0.02%	281
2025 Q2	$1.12M	Hold	24,714	–	–	0.03%	304
2025 Q1	$1.22M	Sell	24,714 -25	-0.1%	-$1.19K	0.03%	282
2024 Q4	$1.13M	Sell	24,739 -434	-2%	-$20.8K	0.03%	282
2024 Q3	$1.17M	Buy	25,173 +22,668	+905%	+$1.07M	0.03%	277
2024 Q2	$120K	Sell	2,505 -230	-8%	-$11.2K	﹤0.01%	533
2024 Q1	$135K	Hold	2,735	–	–	﹤0.01%	525
2023 Q4	$121K	Hold	2,735	–	–	﹤0.01%	542
2023 Q3	$130K	Hold	2,735	–	–	﹤0.01%	509
2023 Q2	$117K	Hold	2,735	–	–	﹤0.01%	544
2023 Q1	$120K	Hold	2,735	–	–	﹤0.01%	527
2022 Q4	$127K	Hold	2,735	–	–	0.01%	517
2022 Q3	$108K	Hold	2,735	–	–	﹤0.01%	543
2022 Q2	$104K	Hold	2,735	–	–	﹤0.01%	550
2022 Q1	$112K	Hold	2,735	–	–	﹤0.01%	554
2021 Q4	$82K	Hold	2,735	–	–	﹤0.01%	596
2021 Q3	$77K	Hold	2,735	–	–	﹤0.01%	603
2021 Q2	$80K	Hold	2,735	–	–	﹤0.01%	582
2021 Q1	$72K	Hold	2,735	–	–	﹤0.01%	584
2020 Q4	$55K	Hold	2,735	–	–	﹤0.01%	606
2020 Q3	$44K	Hold	2,735	–	–	﹤0.01%	626
2020 Q2	$55K	Hold	2,735	–	–	﹤0.01%	567
2020 Q1	$42K	Hold	2,735	–	–	﹤0.01%	584
2019 Q4	$88K	Buy	2,735 +2,505	+1,089%	+$79.1K	0.01%	513
2019 Q3	$7K	Hold	230	–	–	﹤0.01%	874
2019 Q2	$8K	Hold	230	–	–	﹤0.01%	853
2019 Q1	$8K	Sell	230 -365	-61%	-$12.8K	﹤0.01%	853
2018 Q4	$19K	Buy	+595	New	+$21.9K	﹤0.01%	736

Other funds holding IYE

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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WhitTier Trust Company's IYE Position: Q2 2026 in Review

WhitTier Trust Company reduced its iShares US Energy ETF (IYE) stake by 0.77% in Q2 2026, selling an estimated $11.3K and leaving 23,926 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #263.

WhitTier Trust Company first reported a position in IYE in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.52M in Q1 2026. 329 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

WhitTier Trust Company held 23,926 shares of iShares US Energy ETF worth $1.39M as of Q2 2026.
WhitTier Trust Company sold 186 iShares US Energy ETF shares in Q2 2026, an estimated $11.3K.
iShares US Energy ETF made up 0.03% of WhitTier Trust Company's portfolio in Q2 2026, its #263 holding.
WhitTier Trust Company first reported a position in iShares US Energy ETF in Q4 2018 and has held it in 31 quarters since.
WhitTier Trust Company's iShares US Energy ETF position peaked at $1.52M in Q1 2026.
329 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.