Tompkins Financial’s iShares Select U.S. REIT ETF ICF Stock Holding History

Tompkins Financial’s Portfolio ICF Stock Details ICF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$22.6K	Hold	359	–	–	﹤0.01%	407
2026 Q2	$24.3K	Hold	359	–	–	﹤0.01%	395
2026 Q1	$22.2K	Hold	359	–	–	﹤0.01%	384
2025 Q4	$21.4K	Hold	359	–	–	﹤0.01%	372
2025 Q3	$22.1K	Sell	359 -592	-62%	-$36.2K	﹤0.01%	382
2025 Q2	$58.2K	Buy	951 +587	+161%	+$35.6K	0.01%	304
2025 Q1	$22.4K	Buy	+364	New	+$22.3K	﹤0.01%	388

Other funds holding ICF

Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Brewster Financial Planning Brooklyn, New York $181M AUM 7.92% 1-Year Est. Return

AWM Capital Phoenix, Arizona $1.42B AUM 12.15% 1-Year Est. Return

IFS

Ifrah Financial Services Little Rock, Arkansas $396M AUM 19.18% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

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

PW Nova Financial Services Newtown, Pennsylvania $491M AUM 22.36% 1-Year Est. Return

JVL Associates Wyoming, Michigan $347M AUM 17.32% 1-Year Est. Return

Tompkins Financial's ICF Position: Q3 2026 in Review

Tompkins Financial held its iShares Select U.S. REIT ETF (ICF) position steady in Q3 2026 at 359 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #407.

Tompkins Financial first reported a position in ICF in Q1 2025 and has held it in 7 quarters since. The position peaked at $58.2K in Q2 2025. 82 funds tracked by Wall St. Rank hold ICF as of Q3 2026.

Tompkins Financial held 359 shares of iShares Select U.S. REIT ETF worth $22.6K as of Q3 2026.
Tompkins Financial left its iShares Select U.S. REIT ETF share count unchanged in Q3 2026.
iShares Select U.S. REIT ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #407 holding.
Tompkins Financial first reported a position in iShares Select U.S. REIT ETF in Q1 2025 and has held it in 7 quarters since.
Tompkins Financial's iShares Select U.S. REIT ETF position peaked at $58.2K in Q2 2025.
82 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q3 2026.

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