Tompkins Financial’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $13K | Hold |
88
| – | – | ﹤0.01% | 438 |
|
|
2026
Q1 | $11.7K | Hold |
88
| – | – | ﹤0.01% | 440 |
|
|
2025
Q4 | $11.6K | Hold |
88
| – | – | ﹤0.01% | 429 |
|
|
2025
Q3 | $11.4K | Hold |
88
| – | – | ﹤0.01% | 432 |
|
|
2025
Q2 | $10.9K | Hold |
88
| – | – | ﹤0.01% | 437 |
|
|
2025
Q1 | $10.5K | Hold |
88
| – | – | ﹤0.01% | 443 |
|
|
2024
Q4 | $11K | Hold |
88
| – | – | ﹤0.01% | 427 |
|
|
2024
Q3 | $10.9K | Hold |
88
| – | – | ﹤0.01% | 469 |
|
|
2024
Q2 | $9.98K | Hold |
88
| – | – | ﹤0.01% | 489 |
|
|
2024
Q1 | $10.4K | Hold |
88
| – | – | ﹤0.01% | 500 |
|
|
2023
Q4 | $10K | Hold |
88
| – | – | ﹤0.01% | 493 |
|
|
2023
Q3 | $8.88K | Hold |
88
| – | – | ﹤0.01% | 478 |
|
|
2023
Q2 | $9.43K | Hold |
88
| – | – | ﹤0.01% | 480 |
|
|
2023
Q1 | $9.04K | Hold |
88
| – | – | ﹤0.01% | 501 |
|
|
2022
Q4 | $9K | Hold |
88
| – | – | ﹤0.01% | 494 |
|
|
2022
Q3 | $8K | Hold |
88
| – | – | ﹤0.01% | 495 |
|
|
2022
Q2 | $8K | Hold |
88
| – | – | ﹤0.01% | 490 |
|
|
2022
Q1 | $10K | Hold |
88
| – | – | ﹤0.01% | 487 |
|
|
2021
Q4 | $10K | Hold |
88
| – | – | ﹤0.01% | 287 |
|
|
2021
Q3 | $9K | Buy |
+88
| New | +$9.25K | ﹤0.01% | 326 |
|
|
2021
Q1 | $9K | Hold |
88
| – | – | ﹤0.01% | 365 |
|
|
2020
Q4 | $8K | Hold |
88
| – | – | ﹤0.01% | 377 |
|
|
2020
Q3 | $6K | Hold |
88
| – | – | ﹤0.01% | 354 |
|
|
2020
Q2 | $6K | Hold |
88
| – | – | ﹤0.01% | 338 |
|
|
2020
Q1 | $5K | Hold |
88
| – | – | ﹤0.01% | 352 |
|
|
2019
Q4 | $8K | Sell |
88
-292
| -77% | -$24K | ﹤0.01% | 351 |
|
|
2019
Q3 | $30K | Sell |
380
-52
| -12% | -$4.09K | 0.01% | 264 |
|
|
2019
Q2 | $34K | Hold |
432
| – | – | 0.01% | 260 |
|
|
2019
Q1 | $34K | Hold |
432
| – | – | 0.01% | 262 |
|
|
2018
Q4 | $30K | Hold |
432
| – | – | 0.01% | 267 |
|
|
2018
Q3 | $36K | Hold |
432
| – | – | 0.01% | 272 |
|
|
2018
Q2 | $35K | Hold |
432
| – | – | 0.01% | 282 |
|
|
2018
Q1 | $33K | Hold |
432
| – | – | 0.01% | 275 |
|
|
2017
Q4 | $35K | Hold |
432
| – | – | 0.01% | 246 |
|
|
2017
Q3 | $33K | Buy |
432
+292
| +209% | +$21.7K | 0.01% | 251 |
|
|
2017
Q2 | $10K | Sell |
140
-144
| -51% | -$10.6K | ﹤0.01% | 312 |
|
|
2017
Q1 | $21K | Hold |
284
| – | – | 0.01% | 277 |
|
|
2016
Q4 | $21K | Hold |
284
| – | – | 0.01% | 278 |
|
|
2016
Q3 | $19K | Hold |
284
| – | – | 0.01% | 282 |
|
|
2016
Q2 | $18K | Buy |
+284
| New | +$17.9K | 0.01% | 337 |
|
Other funds holding IJJ
DADC
Tompkins Financial's IJJ Position: Q2 2026 in Review
Tompkins Financial held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 88 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #438.
Tompkins Financial first reported a position in IJJ in Q2 2016 and has held it in 40 quarters since. The position peaked at $36K in Q3 2018. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.
- Tompkins Financial held 88 shares of iShares S&P Mid-Cap 400 Value ETF worth $13K as of Q2 2026.
- Tompkins Financial left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
- iShares S&P Mid-Cap 400 Value ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #438 holding.
- Tompkins Financial first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q2 2016 and has held it in 40 quarters since.
- Tompkins Financial's iShares S&P Mid-Cap 400 Value ETF position peaked at $36K in Q3 2018.
- 874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.
Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.