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
Q3 		$94.5M Sell
496,790
-4,637
-0.9% -$873K 6.66% 3
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

HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
SFS
Searcy Financial Services Overland Park, Kansas $280M AUM 11.26% 1-Year Est. Return
AIA
Arcadia Investment Advisors Eagle, Idaho $241M AUM 11.84% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return
NIM
Nicollet Investment Management Minneapolis, Minnesota $336M AUM 22.24% 1-Year Est. Return
CWAG
Compton Wealth Advisory Group Virginia Beach, Virginia $489M AUM 14.91% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
BCG
Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Tompkins Financial's IWL Position: Q3 2026 in Review

Tompkins Financial reduced its iShares Russell Top 200 ETF (IWL) stake by 0.92% in Q3 2026, selling an estimated $873K and leaving 496,790 shares worth $94.5M. The position accounts for 6.66% of the portfolio, ranked #3.

Tompkins Financial first reported a position in IWL in Q2 2023 and has held it in 14 quarters since. The position peaked at $145M in Q4 2024. 27 funds tracked by Wall St. Rank hold IWL as of Q3 2026.

  • Tompkins Financial held 496,790 shares of iShares Russell Top 200 ETF worth $94.5M as of Q3 2026.
  • Tompkins Financial sold 4,637 iShares Russell Top 200 ETF shares in Q3 2026, an estimated $873K.
  • iShares Russell Top 200 ETF made up 6.66% of Tompkins Financial's portfolio in Q3 2026, its #3 holding.
  • Tompkins Financial first reported a position in iShares Russell Top 200 ETF in Q2 2023 and has held it in 14 quarters since.
  • Tompkins Financial's iShares Russell Top 200 ETF position peaked at $145M in Q4 2024.
  • 27 funds tracked by Wall St. Rank held iShares Russell Top 200 ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.