TF
Tompkins Financial’s iShares Russell Top 200 ETF IWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.8M | Sell |
553,806
-22,830
| -4% | -$3.5M | 7.8% | 1 |
|
|
2025
Q1 | $79.2M | Sell |
576,636
-424,751
| -42% | -$58.4M | 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% | +$11.8M | 13.61% | 1 |
|
|
2024
Q2 | $124M | Buy |
926,918
+259,710
| +39% | +$34.8M | 13% | 1 |
|
|
2024
Q1 | $84.8M | Buy |
667,208
+20,258
| +3% | +$2.58M | 9.59% | 1 |
|
|
2023
Q4 | $74.5M | Buy |
646,950
+433,650
| +203% | +$49.9M | 9.02% | 1 |
|
|
2023
Q3 | $22M | Buy |
213,300
+28,963
| +16% | +$2.99M | 3.47% | 4 |
|
|
2023
Q2 | $19.7M | Buy |
+184,337
| New | +$19.7M | 3.08% | 4 |
|