Tompkins Financial’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $106K | Hold |
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|
2025
Q2 | $98.8K | Hold |
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|
2025
Q1 | $89.3K | Hold |
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|
2024
Q4 | $93.7K | Sell |
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|
2024
Q3 | $123K | Hold |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $28.8K | Hold |
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|
2023
Q4 | $26.2K | Hold |
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|
2023
Q3 | $23.5K | Sell |
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|
2023
Q2 | $36.6K | Hold |
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|
2023
Q1 | $33.8K | Hold |
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|
2022
Q4 | $32K | Hold |
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|
2022
Q3 | $30K | Hold |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $38K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $129K | Hold |
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|
2017
Q3 | $122K | Hold |
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|
2017
Q2 | $118K | Hold |
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|
2017
Q1 | $114K | Hold |
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|
2016
Q4 | $108K | Hold |
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|
2016
Q3 | $105K | Hold |
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|
2016
Q2 | $102K | Hold |
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|
2016
Q1 | $99K | Hold |
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|
2015
Q4 | $98K | Buy |
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