TF
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Tompkins Financial’s iShares Russell 1000 ETF IWB Stock Holding History

Tompkins Financial’s Portfolio IWB Stock Details IWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$178K Buy
427
+136
+47% +$56.5K 0.01% 216
2026
Q2 		$119K Hold
291
– – 0.01% 254
2026
Q1 		$104K Hold
291
– – 0.01% 258
2025
Q4 		$109K Hold
291
– – 0.01% 244
2025
Q3 		$106K Hold
291
– – 0.01% 242
2025
Q2 		$98.8K Hold
291
– – 0.01% 246
2025
Q1 		$89.3K Hold
291
– – 0.01% 270
2024
Q4 		$93.7K Sell
291
-100
-26% -$32.4K 0.01% 266
2024
Q3 		$123K Hold
391
– – 0.01% 246
2024
Q2 		$116K Buy
391
+291
+291% +$83.6K 0.01% 254
2024
Q1 		$28.8K Hold
100
– – ﹤0.01% 405
2023
Q4 		$26.2K Hold
100
– – ﹤0.01% 404
2023
Q3 		$23.5K Sell
100
-50
-33% -$12.2K ﹤0.01% 393
2023
Q2 		$36.6K Hold
150
– – 0.01% 358
2023
Q1 		$33.8K Hold
150
– – 0.01% 372
2022
Q4 		$32K Hold
150
– – 0.01% 377
2022
Q3 		$30K Hold
150
– – 0.01% 378
2022
Q2 		$31K Hold
150
– – 0.01% 371
2022
Q1 		$38K Buy
+150
New +$37K 0.01% 373
2018
Q1 		– Sell
-869
Closed -$129K – 432
2017
Q4 		$129K Hold
869
– – 0.03% 172
2017
Q3 		$122K Hold
869
– – 0.03% 177
2017
Q2 		$118K Hold
869
– – 0.03% 176
2017
Q1 		$114K Hold
869
– – 0.03% 173
2016
Q4 		$108K Hold
869
– – 0.03% 164
2016
Q3 		$105K Hold
869
– – 0.03% 166
2016
Q2 		$102K Hold
869
– – 0.03% 189
2016
Q1 		$99K Hold
869
– – 0.03% 191
2015
Q4 		$98K Buy
+869
New +$99.4K 0.03% 196

Other funds holding IWB

TC
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
AWM
Act Wealth Management Plano, Texas $340M AUM 15.43% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 10.8% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Tompkins Financial's IWB Position: Q3 2026 in Review

Tompkins Financial increased its iShares Russell 1000 ETF (IWB) stake by 47% in Q3 2026, buying an estimated $56.5K and bringing the position to 427 shares worth $178K. The position accounts for 0.01% of the portfolio, ranked #216.

Tompkins Financial first reported a position in IWB in Q4 2015 and has held it in 28 quarters since. 82 funds tracked by Wall St. Rank hold IWB as of Q3 2026.

  • Tompkins Financial held 427 shares of iShares Russell 1000 ETF worth $178K as of Q3 2026.
  • Tompkins Financial bought 136 iShares Russell 1000 ETF shares in Q3 2026, an estimated $56.5K.
  • iShares Russell 1000 ETF made up 0.01% of Tompkins Financial's portfolio in Q3 2026, its #216 holding.
  • Tompkins Financial first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 28 quarters since.
  • 82 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q3 2026.

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