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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

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

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

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

Tompkins Financial's ITOT Position: Q2 2026 in Review

Tompkins Financial held its iShares Core S&P Total US Stock Market ETF (ITOT) position steady in Q2 2026 at 5,160 shares worth $848K. The position accounts for 0.06% of the portfolio, ranked #116.

Tompkins Financial first reported a position in ITOT in Q2 2024 and has held it in 9 quarters since. 1,711 funds tracked by Wall St. Rank hold ITOT as of Q2 2026.

Tompkins Financial held 5,160 shares of iShares Core S&P Total US Stock Market ETF worth $848K as of Q2 2026.
Tompkins Financial left its iShares Core S&P Total US Stock Market ETF share count unchanged in Q2 2026.
iShares Core S&P Total US Stock Market ETF made up 0.06% of Tompkins Financial's portfolio in Q2 2026, its #116 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 9 quarters since.
1,711 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q2 2026.

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