Tompkins Financial’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tompkins Financial’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$514K	Hold	4,136	–	–	0.04%	129
2026 Q1	$441K	Hold	4,136	–	–	0.04%	131
2025 Q4	$489K	Hold	4,136	–	–	0.04%	128
2025 Q3	$484K	Hold	4,136	–	–	0.04%	128
2025 Q2	$439K	Hold	4,136	–	–	0.04%	130
2025 Q1	$373K	Hold	4,136	–	–	0.04%	137
2024 Q4	$415K	Buy	4,136 +1,736	+72%	+$171K	0.04%	131
2024 Q3	$225K	Hold	2,400	–	–	0.02%	182
2024 Q2	$219K	Buy	+2,400	New	+$205K	0.02%	185
2023 Q3	–	Sell	-800	Closed	-$55K	–	606
2023 Q2	$55K	Hold	800	–	–	0.01%	322
2023 Q1	$48.9K	Hold	800	–	–	0.01%	336
2022 Q4	$43K	Buy	+800	New	+$44K	0.01%	344
2021 Q4	–	Sell	-200	Closed	-$14K	–	371
2021 Q3	$14K	Buy	+200	New	+$14.1K	﹤0.01%	307
2021 Q1	$12K	Hold	200	–	–	﹤0.01%	349
2020 Q4	$12K	Sell	200 -123,768	-100%	-$7.04M	﹤0.01%	352
2020 Q3	$6.72M	Sell	123,968 -8,464	-6%	-$446K	1.29%	18
2020 Q2	$6.36M	Hold	132,432	–	–	1.34%	17
2020 Q1	$4.99M	Sell	132,432 -15,604	-11%	-$672K	1.15%	24
2019 Q4	$6.51M	Hold	148,036	–	–	1.19%	16
2019 Q3	$5.91M	Buy	148,036 +18,564	+14%	+$744K	1.2%	19
2019 Q2	$5.09M	Buy	129,472 +632	+0.5%	+$24.5K	1.02%	26
2019 Q1	$4.88M	Hold	128,840	–	–	0.93%	24
2018 Q4	$4.22M	Hold	128,840	–	–	0.93%	25
2018 Q3	$5.02M	Hold	128,840	–	–	1.03%	21
2018 Q2	$4.63M	Hold	128,840	–	–	1%	21
2018 Q1	$4.38M	Sell	128,840 -4,152	-3%	-$146K	0.98%	20
2017 Q4	$4.48M	Hold	132,992	–	–	1.03%	21
2017 Q3	$4.16M	Sell	132,992 -20,216	-13%	-$619K	0.98%	20
2017 Q2	$4.56M	Sell	153,208 -20,300	-12%	-$596K	1.15%	16
2017 Q1	$4.94M	Hold	173,508	–	–	1.25%	14
2016 Q4	$4.55M	Buy	173,508 +37,428	+28%	+$971K	1.19%	15
2016 Q3	$3.54M	Buy	+136,080	New	+$3.54M	1.02%	18
2016 Q2	–	Sell	-2,328	Closed	-$58K	–	545
2016 Q1	$58K	Hold	2,328	–	–	0.02%	229
2015 Q4	$58K	Hold	2,328	–	–	0.02%	261
2015 Q3	$54K	Hold	2,328	–	–	0.02%	258
2015 Q2	$58K	Hold	2,328	–	–	0.02%	255
2015 Q1	$58K	Hold	2,328	–	–	0.01%	273
2014 Q4	$56K	Hold	2,328	–	–	0.01%	256
2014 Q3	$53K	Hold	2,328	–	–	0.01%	261
2014 Q2	$53K	Hold	2,328	–	–	0.01%	274
2014 Q1	$50K	Hold	2,328	–	–	0.01%	280
2013 Q4	$50K	Buy	+2,328	New	+$47.8K	0.01%	274

Other funds holding IWF

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

VWM

Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CMA

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

MAM

Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

Tompkins Financial's IWF Position: Q2 2026 in Review

Tompkins Financial held its iShares Russell 1000 Growth ETF (IWF) position steady in Q2 2026 at 4,136 shares worth $514K. The position accounts for 0.04% of the portfolio, ranked #129.

Tompkins Financial first reported a position in IWF in Q4 2013 and has held it in 42 quarters since. The position peaked at $6.72M in Q3 2020. 561 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

Tompkins Financial held 4,136 shares of iShares Russell 1000 Growth ETF worth $514K as of Q2 2026.
Tompkins Financial left its iShares Russell 1000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 1000 Growth ETF made up 0.04% of Tompkins Financial's portfolio in Q2 2026, its #129 holding.
Tompkins Financial first reported a position in iShares Russell 1000 Growth ETF in Q4 2013 and has held it in 42 quarters since.
Tompkins Financial's iShares Russell 1000 Growth ETF position peaked at $6.72M in Q3 2020.
561 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

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