TF
Tompkins Financial’s iShares Russell 1000 ETF IWB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
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% | -$32.2K | 0.01% | 266 |
|
|
2024
Q3 | $123K | Hold |
391
| – | – | 0.01% | 246 |
|
|
2024
Q2 | $116K | Buy |
391
+291
| +291% | +$86.6K | 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% | -$11.7K | ﹤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 | +$38K | 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 | +$98K | 0.03% | 196 |
|