TF
IWM icon

Tompkins Financial’s iShares Russell 2000 ETF IWM Stock Holding History

Tompkins Financial’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.5M Buy
35,005
+5,555
+19% +$1.56M 0.74% 33
2026
Q1 		$7.3M Buy
29,450
+7,003
+31% +$1.81M 0.58% 45
2025
Q4 		$5.53M Buy
22,447
+18,057
+411% +$4.44M 0.43% 53
2025
Q3 		$1.06M Sell
4,390
-86
-2% -$19.7K 0.09% 100
2025
Q2 		$966K Buy
4,476
+475
+12% +$95.6K 0.09% 101
2025
Q1 		$798K Hold
4,001
– – 0.08% 104
2024
Q4 		$884K Buy
4,001
+34
+0.9% +$7.75K 0.08% 94
2024
Q3 		$876K Buy
3,967
+58
+1% +$12.4K 0.08% 94
2024
Q2 		$793K Sell
3,909
-135
-3% -$27.3K 0.08% 99
2024
Q1 		$850K Buy
4,044
+69
+2% +$13.8K 0.1% 98
2023
Q4 		$798K Buy
3,975
+362
+10% +$64.9K 0.1% 97
2023
Q3 		$639K Sell
3,613
-266
-7% -$49.9K 0.1% 98
2023
Q2 		$726K Hold
3,879
– – 0.11% 99
2023
Q1 		$692K Buy
3,879
+270
+7% +$49.7K 0.11% 101
2022
Q4 		$630K Sell
3,609
-49
-1% -$8.71K 0.1% 110
2022
Q3 		$603K Hold
3,658
– – 0.1% 107
2022
Q2 		$620K Buy
3,658
+60
+2% +$11.1K 0.1% 108
2022
Q1 		$739K Buy
3,598
+2,892
+410% +$590K 0.1% 104
2021
Q4 		$157K Buy
706
+64
+10% +$14.5K 0.03% 148
2021
Q3 		$140K Buy
+642
New +$142K 0.03% 155
2021
Q1 		$142K Sell
642
-337
-34% -$73.6K 0.02% 151
2020
Q4 		$192K Sell
979
-123
-11% -$21.5K 0.03% 131
2020
Q3 		$165K Hold
1,102
– – 0.03% 156
2020
Q2 		$158K Hold
1,102
– – 0.03% 156
2020
Q1 		$126K Sell
1,102
-13,695
-93% -$2.04M 0.03% 165
2019
Q4 		$2.45M Sell
14,797
-1,289
-8% -$204K 0.45% 62
2019
Q3 		$2.43M Buy
16,086
+5,208
+48% +$795K 0.49% 59
2019
Q2 		$1.69M Sell
10,878
-118
-1% -$18.2K 0.34% 65
2019
Q1 		$1.68M Sell
10,996
-2,986
-21% -$449K 0.32% 65
2018
Q4 		$1.87M Hold
13,982
– – 0.41% 63
2018
Q3 		$2.36M Sell
13,982
-605
-4% -$102K 0.48% 58
2018
Q2 		$2.39M Sell
14,587
-3,346
-19% -$535K 0.51% 57
2018
Q1 		$2.72M Sell
17,933
-928
-5% -$143K 0.61% 45
2017
Q4 		$2.88M Sell
18,861
-2,916
-13% -$438K 0.66% 41
2017
Q3 		$3.23M Buy
21,777
+327
+2% +$46K 0.76% 33
2017
Q2 		$3.02M Hold
21,450
– – 0.76% 34
2017
Q1 		$2.95M Hold
21,450
– – 0.75% 37
2016
Q4 		$2.89M Buy
21,450
+4,712
+28% +$602K 0.76% 34
2016
Q3 		$2.08M Buy
16,738
+15,909
+1,919% +$1.93M 0.6% 49
2016
Q2 		$95K Hold
829
– – 0.03% 194
2016
Q1 		$92K Hold
829
– – 0.03% 194
2015
Q4 		$93K Buy
+829
New +$95.6K 0.03% 205

Other funds holding IWM

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
HCM
Hengehold Capital Management Cincinnati, Ohio $1.29B AUM 17.41% 1-Year Est. Return

Tompkins Financial's IWM Position: Q2 2026 in Review

Tompkins Financial increased its iShares Russell 2000 ETF (IWM) stake by 19% in Q2 2026, buying an estimated $1.56M and bringing the position to 35,005 shares worth $10.5M. The position accounts for 0.74% of the portfolio, ranked #33.

Tompkins Financial first reported a position in IWM in Q4 2015 and has held it in 42 quarters since. 479 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Tompkins Financial held 35,005 shares of iShares Russell 2000 ETF worth $10.5M as of Q2 2026.
  • Tompkins Financial bought 5,555 iShares Russell 2000 ETF shares in Q2 2026, an estimated $1.56M.
  • iShares Russell 2000 ETF made up 0.74% of Tompkins Financial's portfolio in Q2 2026, its #33 holding.
  • Tompkins Financial first reported a position in iShares Russell 2000 ETF in Q4 2015 and has held it in 42 quarters since.
  • 479 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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