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

Whittier 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	$11.3K	Hold	200	–	–	﹤0.01%	1121
2026 Q1	$12.6K	Sell	200 -234	-54%	-$13.3K	﹤0.01%	1089
2025 Q4	$21K	Hold	434	–	–	﹤0.01%	1015
2025 Q3	$20.5K	Hold	434	–	–	﹤0.01%	995
2025 Q2	$19.6K	Hold	434	–	–	﹤0.01%	1115
2025 Q1	$21.4K	Hold	434	–	–	﹤0.01%	1088
2024 Q4	$19.8K	Buy	+434	New	+$20.8K	﹤0.01%	1112
2020 Q3	–	Sell	-54	Closed	-$1K	–	1463
2020 Q2	$1K	Hold	54	–	–	﹤0.01%	1334
2020 Q1	$1K	Sell	54 -54	-50%	-$1.36K	﹤0.01%	1392
2019 Q4	$3K	Sell	108 -117	-52%	-$3.7K	﹤0.01%	1311
2019 Q3	$7K	Hold	225	–	–	﹤0.01%	1192
2019 Q2	$8K	Hold	225	–	–	﹤0.01%	1100
2019 Q1	$8K	Hold	225	–	–	﹤0.01%	1087
2018 Q4	$7K	Hold	225	–	–	﹤0.01%	1138
2018 Q3	$9K	Hold	225	–	–	﹤0.01%	1056
2018 Q2	$9K	Hold	225	–	–	﹤0.01%	1038
2018 Q1	$8K	Hold	225	–	–	﹤0.01%	1083
2017 Q4	$9K	Sell	225 -2,436	-92%	-$91.8K	﹤0.01%	1046
2017 Q3	$100K	Buy	2,661 +2,436	+1,083%	+$86.6K	﹤0.01%	609
2017 Q2	$8K	Hold	225	–	–	﹤0.01%	1019
2017 Q1	$9K	Buy	+225	New	+$8.95K	﹤0.01%	1021
2016 Q1	–	Sell	-23,843	Closed	-$807K	–	1194
2015 Q4	$807K	Buy	+23,843	New	+$881K	0.04%	294
2015 Q2	–	Sell	-1,402	Closed	-$61K	–	1247
2015 Q1	$61K	Buy	+1,402	New	+$61.4K	﹤0.01%	686

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's IYE Position: Q2 2026 in Review

Whittier Trust held its iShares US Energy ETF (IYE) position steady in Q2 2026 at 200 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Whittier Trust first reported a position in IYE in Q1 2015 and has held it in 23 quarters since. The position peaked at $807K in Q4 2015. 327 funds tracked by Wall St. Rank hold IYE as of Q2 2026.

Whittier Trust held 200 shares of iShares US Energy ETF worth $11.3K as of Q2 2026.
Whittier Trust left its iShares US Energy ETF share count unchanged in Q2 2026.
iShares US Energy ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1121 holding.
Whittier Trust first reported a position in iShares US Energy ETF in Q1 2015 and has held it in 23 quarters since.
Whittier Trust's iShares US Energy ETF position peaked at $807K in Q4 2015.
327 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q2 2026.

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