Tompkins Financial’s iShares Morningstar Small-Cap Growth ETF ISCG Stock Holding History

Tompkins Financial’s Portfolio ISCG Stock Details ISCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$127K	Hold	1,944	–	–	0.01%	250
2026 Q1	$107K	Hold	1,944	–	–	0.01%	255
2025 Q4	$108K	Hold	1,944	–	–	0.01%	245
2025 Q3	$106K	Hold	1,944	–	–	0.01%	244
2025 Q2	$96.7K	Hold	1,944	–	–	0.01%	249
2025 Q1	$87.6K	Hold	1,944	–	–	0.01%	272
2024 Q4	$96.2K	Hold	1,944	–	–	0.01%	263
2024 Q3	$95.2K	Hold	1,944	–	–	0.01%	273
2024 Q2	$88.4K	Hold	1,944	–	–	0.01%	288
2024 Q1	$90.5K	Hold	1,944	–	–	0.01%	289
2023 Q4	$85.5K	Hold	1,944	–	–	0.01%	289
2023 Q3	$75.3K	Hold	1,944	–	–	0.01%	283
2023 Q2	$80.5K	Hold	1,944	–	–	0.01%	288
2023 Q1	$75.8K	Hold	1,944	–	–	0.01%	297
2022 Q4	$70K	Hold	1,944	–	–	0.01%	301
2022 Q3	$67K	Hold	1,944	–	–	0.01%	301
2022 Q2	$69K	Hold	1,944	–	–	0.01%	301
2022 Q1	$86K	Buy	+1,944	New	+$85.2K	0.01%	301

Other funds holding ISCG

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

GFA

Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Tompkins Financial's ISCG Position: Q2 2026 in Review

Tompkins Financial held its iShares Morningstar Small-Cap Growth ETF (ISCG) position steady in Q2 2026 at 1,944 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #250.

Tompkins Financial first reported a position in ISCG in Q1 2022 and has held it in 18 quarters since. 165 funds tracked by Wall St. Rank hold ISCG as of Q2 2026.

Tompkins Financial held 1,944 shares of iShares Morningstar Small-Cap Growth ETF worth $127K as of Q2 2026.
Tompkins Financial left its iShares Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Small-Cap Growth ETF made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #250 holding.
Tompkins Financial first reported a position in iShares Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
165 funds tracked by Wall St. Rank held iShares Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.