Tompkins Financial’s iShares Core High Dividend ETF HDV Stock Holding History

Tompkins Financial’s Portfolio HDV Stock Details HDV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$62.9K	Hold	2,250	–	–	﹤0.01%	314
2026 Q2	$61.7K	Hold	2,250	–	–	﹤0.01%	315
2026 Q1	$61.1K	Hold	2,250	–	–	﹤0.01%	304
2025 Q4	$54.7K	Hold	2,250	–	–	﹤0.01%	300
2025 Q3	$55.1K	Hold	2,250	–	–	﹤0.01%	311
2025 Q2	$52.7K	Hold	2,250	–	–	﹤0.01%	314
2025 Q1	$54.5K	Hold	2,250	–	–	0.01%	316
2024 Q4	$50.5K	Hold	2,250	–	–	﹤0.01%	322
2024 Q3	$52.9K	Buy	+2,250	New	+$51.5K	0.01%	327
2018 Q1	–	Sell	-1,920	Closed	-$35K	–	429
2017 Q4	$35K	Buy	+1,920	New	+$33.6K	0.01%	245

Other funds holding HDV

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ACA

Adirondack Capital Advisors Syracuse, New York $194M AUM 14.02% 1-Year Est. Return

MWM

Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

PFS

Paller Financial Services Centennial, Colorado $130M AUM 16.01% 1-Year Est. Return

AtlasMark Financial Austin, Texas $204M AUM 16.85% 1-Year Est. Return

GGI

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

CAWM

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

SDAM

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

Tompkins Financial's HDV Position: Q3 2026 in Review

Tompkins Financial held its iShares Core High Dividend ETF (HDV) position steady in Q3 2026 at 2,250 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #314.

Tompkins Financial first reported a position in HDV in Q4 2017 and has held it in 10 quarters since. 91 funds tracked by Wall St. Rank hold HDV as of Q3 2026.

Tompkins Financial held 2,250 shares of iShares Core High Dividend ETF worth $62.9K as of Q3 2026.
Tompkins Financial left its iShares Core High Dividend ETF share count unchanged in Q3 2026.
iShares Core High Dividend ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #314 holding.
Tompkins Financial first reported a position in iShares Core High Dividend ETF in Q4 2017 and has held it in 10 quarters since.
91 funds tracked by Wall St. Rank held iShares Core High Dividend ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.