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

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Sentinel Trust Houston, Texas $1.13B AUM 24.31% 1-Year Est. Return

Cisco Systems San Jose, California $405M AUM 4.84% 1-Year Est. Return

Friday Financial Dubuque, Iowa $373M AUM 22.52% 1-Year Est. Return

Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

JVL Associates Wyoming, Michigan $352M AUM 27.55% 1-Year Est. Return

Family Wealth Partners Matthews, North Carolina $326M AUM 17.3% 1-Year Est. Return

JGP Wealth Management Bend, Oregon $1.11B AUM 35.22% 1-Year Est. Return