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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

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

Tompkins Financial's IWB Position: Q2 2026 in Review

Tompkins Financial held its iShares Russell 1000 ETF (IWB) position steady in Q2 2026 at 291 shares worth $119K. The position accounts for 0.01% of the portfolio, ranked #254.

Tompkins Financial first reported a position in IWB in Q4 2015 and has held it in 27 quarters since. The position peaked at $129K in Q4 2017. 1,545 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

Tompkins Financial held 291 shares of iShares Russell 1000 ETF worth $119K as of Q2 2026.
Tompkins Financial left its iShares Russell 1000 ETF share count unchanged in Q2 2026.
iShares Russell 1000 ETF made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #254 holding.
Tompkins Financial first reported a position in iShares Russell 1000 ETF in Q4 2015 and has held it in 27 quarters since.
Tompkins Financial's iShares Russell 1000 ETF position peaked at $129K in Q4 2017.
1,545 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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