TF
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Tompkins Financial’s iShares Russell Top 200 ETF IWL Stock Holding History

Tompkins Financial’s Portfolio IWL Stock Details IWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$92.7M Buy
501,427
+2,566
+0.5% +$461K 6.49% 3
2026
Q1 		$80.1M Sell
498,861
-72,282
-13% -$12.2M 6.38% 3
2025
Q4 		$97.5M Buy
571,143
+18,292
+3% +$3.09M 7.58% 1
2025
Q3 		$91.8M Sell
552,851
-955
-0.2% -$152K 7.68% 1
2025
Q2 		$84.8M Sell
553,806
-22,830
-4% -$3.22M 7.8% 1
2025
Q1 		$79.2M Sell
576,636
-424,751
-42% -$61.6M 7.58% 1
2024
Q4 		$145M Sell
1,001,387
-9,496
-0.9% -$1.37M 13.48% 1
2024
Q3 		$142M Buy
1,010,883
+83,965
+9% +$11.4M 13.61% 1
2024
Q2 		$124M Buy
926,918
+259,710
+39% +$33.2M 13% 1
2024
Q1 		$84.8M Buy
667,208
+20,258
+3% +$2.46M 9.59% 1
2023
Q4 		$74.5M Buy
646,950
+433,650
+203% +$46.9M 9.02% 1
2023
Q3 		$22M Buy
213,300
+28,963
+16% +$3.11M 3.47% 4
2023
Q2 		$19.7M Buy
+184,337
New +$18.5M 3.08% 4

Other funds holding IWL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Gilbert & Cook West Des Moines, Iowa $869M AUM 21.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $1.04B AUM 36.93% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
RIS
Richmond Investment Services Mequon, Wisconsin $316M AUM 30.61% 1-Year Est. Return

Tompkins Financial's IWL Position: Q2 2026 in Review

Tompkins Financial increased its iShares Russell Top 200 ETF (IWL) stake by 0.51% in Q2 2026, buying an estimated $461K and bringing the position to 501,427 shares worth $92.7M. The position accounts for 6.49% of the portfolio, ranked #3.

Tompkins Financial first reported a position in IWL in Q2 2023 and has held it in 13 quarters since. The position peaked at $145M in Q4 2024. 235 funds tracked by Wall St. Rank hold IWL as of Q2 2026.

  • Tompkins Financial held 501,427 shares of iShares Russell Top 200 ETF worth $92.7M as of Q2 2026.
  • Tompkins Financial bought 2,566 iShares Russell Top 200 ETF shares in Q2 2026, an estimated $461K.
  • iShares Russell Top 200 ETF made up 6.49% of Tompkins Financial's portfolio in Q2 2026, its #3 holding.
  • Tompkins Financial first reported a position in iShares Russell Top 200 ETF in Q2 2023 and has held it in 13 quarters since.
  • Tompkins Financial's iShares Russell Top 200 ETF position peaked at $145M in Q4 2024.
  • 235 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q2 2026.

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