Tompkins Financial’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Tompkins Financial’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$858K	Hold	5,160	–	–	0.06%	112
2026 Q2	$848K	Hold	5,160	–	–	0.06%	116
2026 Q1	$735K	Sell	5,160 -20	-0.4%	-$2.97K	0.06%	118
2025 Q4	$770K	Hold	5,180	–	–	0.06%	113
2025 Q3	$754K	Hold	5,180	–	–	0.06%	116
2025 Q2	$700K	Hold	5,180	–	–	0.06%	110
2025 Q1	$632K	Hold	5,180	–	–	0.06%	118
2024 Q4	$666K	Buy	5,180 +100	+2%	+$12.9K	0.06%	108
2024 Q3	$638K	Hold	5,080	–	–	0.06%	114
2024 Q2	$603K	Buy	+5,080	New	+$583K	0.06%	120

Other funds holding ITOT

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.13B AUM 16.75% 1-Year Est. Return

Cisco Systems San Jose, California $294M AUM 0.93% 1-Year Est. Return

Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return

JBA

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors Springfield, Missouri $6.09B AUM 14.51% 1-Year Est. Return

Tompkins Financial's ITOT Position: Q3 2026 in Review

Tompkins Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q3 2026 at 5,160 shares worth $858K. The position accounts for 0.06% of the portfolio, ranked #112.

Tompkins Financial first reported a position in ITOT in Q2 2024 and has held it in 10 quarters since. 336 funds tracked by Wall St. Rank hold ITOT as of Q3 2026.

Tompkins Financial held 5,160 shares of iShares Core S&P Total US Stock Market ETF worth $858K as of Q3 2026.
Tompkins Financial left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q3 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Tompkins Financial's portfolio in Q3 2026, its #112 holding.
Tompkins Financial first reported a position in iShares Core S&P Total US Stock Market ETF in Q2 2024 and has held it in 10 quarters since.
336 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q3 2026.

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