Tompkins Financial’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Tompkins Financial’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.6M	Sell	150,851 -1,692	-1%	-$124K	0.81%	28
2026 Q1	$10.3M	Sell	152,543 -18,899	-11%	-$1.31M	0.82%	35
2025 Q4	$11.3M	Sell	171,442 -3,425	-2%	-$224K	0.88%	32
2025 Q3	$11.4M	Sell	174,867 -35,367	-17%	-$2.27M	0.95%	31
2025 Q2	$13M	Sell	210,234 -130,198	-38%	-$7.64M	1.2%	25
2025 Q1	$19.9M	Buy	340,432 +964	+0.3%	+$59.9K	1.9%	12
2024 Q4	$21.2M	Buy	339,468 +11,894	+4%	+$763K	1.97%	11
2024 Q3	$20.4M	Buy	327,574 +4,479	+1%	+$270K	1.96%	10
2024 Q2	$18.9M	Buy	323,095 +17,424	+6%	+$1.02M	1.98%	9
2024 Q1	$18.6M	Buy	305,671 +7,676	+3%	+$435K	2.1%	8
2023 Q4	$16.5M	Buy	297,995 +31,540	+12%	+$1.6M	2%	8
2023 Q3	$13.3M	Sell	266,455 -7,565	-3%	-$396K	2.09%	8
2023 Q2	$14.3M	Sell	274,020 -9,290	-3%	-$462K	2.24%	7
2023 Q1	$14.2M	Buy	283,310 +3,085	+1%	+$157K	2.31%	4
2022 Q4	$13.6M	Buy	280,225 +2,035	+0.7%	+$98.3K	2.14%	7
2022 Q3	$12.2M	Buy	278,190 +7,800	+3%	+$377K	2.06%	6
2022 Q2	$12.2M	Buy	270,390 +18,590	+7%	+$918K	1.97%	6
2022 Q1	$13.5M	Buy	251,800 +2,410	+1%	+$128K	1.91%	5
2021 Q4	$14.1M	Sell	249,390 -3,425	-1%	-$191K	2.51%	5
2021 Q3	$13.3M	Buy	+252,815	New	+$13.6M	2.43%	6
2021 Q1	$12.4M	Buy	237,765 +33,865	+17%	+$1.69M	2.1%	9
2020 Q4	$9.37M	Sell	203,900 -158,470	-44%	-$6.68M	1.69%	10
2020 Q3	$13.4M	Buy	362,370 +830	+0.2%	+$31K	2.58%	7
2020 Q2	$12.9M	Buy	361,540 +7,435	+2%	+$247K	2.7%	7
2020 Q1	$10.2M	Sell	354,105 -4,120	-1%	-$153K	2.35%	10
2019 Q4	$14.7M	Sell	358,225 -2,125	-0.6%	-$84.2K	2.7%	9
2019 Q3	$13.9M	Sell	360,350 -5,070	-1%	-$195K	2.83%	9
2019 Q2	$14.2M	Buy	365,420 +1,445	+0.4%	+$55.4K	2.85%	8
2019 Q1	$13.8M	Buy	363,975 +8,370	+2%	+$309K	2.62%	9
2018 Q4	$11.8M	Buy	355,605 +915	+0.3%	+$33.4K	2.61%	9
2018 Q3	$14.3M	Sell	354,690 -460	-0.1%	-$18.5K	2.93%	9
2018 Q2	$13.8M	Sell	355,150 -8,040	-2%	-$311K	2.98%	8
2018 Q1	$13.6M	Sell	363,190 -23,145	-6%	-$885K	3.05%	7
2017 Q4	$14.7M	Buy	386,335 +780	+0.2%	+$28.8K	3.36%	6
2017 Q3	$13.8M	Buy	385,555 +165	+0%	+$5.75K	3.27%	6
2017 Q2	$13.4M	Sell	385,390 -21,625	-5%	-$747K	3.37%	6
2017 Q1	$13.9M	Sell	407,015 -7,155	-2%	-$244K	3.54%	6
2016 Q4	$13.7M	Sell	414,170 -955	-0.2%	-$30.3K	3.59%	5
2016 Q3	$12.8M	Sell	415,125 -7,425	-2%	-$229K	3.68%	6
2016 Q2	$12.6M	Sell	422,550 -3,785	-0.9%	-$111K	3.73%	6
2016 Q1	$12.3M	Sell	426,335 -470	-0.1%	-$12.6K	3.89%	4
2015 Q4	$11.9M	Sell	426,805 -7,995	-2%	-$228K	3.79%	5
2015 Q3	$11.9M	Sell	434,800 -4,835	-1%	-$141K	3.84%	5
2015 Q2	$13.2M	Sell	439,635 -2,015	-0.5%	-$61.5K	3.58%	6
2015 Q1	$13.4M	Buy	441,650 +4,095	+0.9%	+$121K	3.36%	6
2014 Q4	$12.7M	Buy	437,555 +11,875	+3%	+$334K	3.16%	6
2014 Q3	$11.6M	Sell	425,680 -790	-0.2%	-$22.3K	3.05%	7
2014 Q2	$12.2M	Sell	426,470 -29,485	-6%	-$810K	3.02%	7
2014 Q1	$12.5M	Sell	455,955 -34,730	-7%	-$934K	3.17%	7
2013 Q4	$13.1M	Sell	490,685 -28,265	-5%	-$730K	3.4%	7
2013 Q3	$12.9M	Buy	518,950 +6,030	+1%	+$147K	3.6%	7
2013 Q2	$11.8M	Buy	+512,920	New	+$11.9M	3.58%	7