Tompkins Financial’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Tompkins Financial’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.72M	Buy	9,438 +200	+2%	+$73K	0.26%	63
2026 Q1	$2.9M	Hold	9,238	–	–	0.23%	64
2025 Q4	$2.98M	Sell	9,238 -108	-1%	-$35.1K	0.23%	63
2025 Q3	$2.99M	Hold	9,346	–	–	0.25%	61
2025 Q2	$2.67M	Sell	9,346 -707	-7%	-$186K	0.25%	64
2025 Q1	$2.57M	Sell	10,053 -150	-1%	-$42.3K	0.25%	65
2024 Q4	$2.94M	Hold	10,203	–	–	0.27%	59
2024 Q3	$2.9M	Hold	10,203	–	–	0.28%	60
2024 Q2	$2.68M	Sell	10,203 -19	-0.2%	-$4.93K	0.28%	59
2024 Q1	$2.77M	Hold	10,222	–	–	0.31%	59
2023 Q4	$2.58M	Sell	10,222 -250	-2%	-$56.4K	0.31%	60
2023 Q3	$2.35M	Sell	10,472 -150	-1%	-$35.9K	0.37%	59
2023 Q2	$2.58M	Sell	10,622 -342	-3%	-$78.4K	0.4%	58
2023 Q1	$2.49M	Sell	10,964 -27	-0.2%	-$6.18K	0.4%	58
2022 Q4	$2.36M	Sell	10,991 -957	-8%	-$210K	0.37%	61
2022 Q3	$2.47M	Buy	11,948 +1,082	+10%	+$244K	0.42%	58
2022 Q2	$2.24M	Hold	10,866	–	–	0.36%	64
2022 Q1	$2.78M	Sell	10,866 -2,601	-19%	-$666K	0.39%	59
2021 Q4	$3.95M	Hold	13,467	–	–	0.7%	48
2021 Q3	$3.95M	Buy	+13,467	New	+$4.05M	0.72%	50
2021 Q1	$4.06M	Sell	13,505 -2	-0%	-$621	0.69%	47
2020 Q4	$3.87M	Sell	13,507 -4,202	-24%	-$1.07M	0.7%	45
2020 Q3	$3.92M	Hold	17,709	–	–	0.75%	46
2020 Q2	$3.66M	Sell	17,709 -60	-0.3%	-$11.2K	0.77%	45
2020 Q1	$2.81M	Sell	17,769 -1,061	-6%	-$211K	0.65%	48
2019 Q4	$4.03M	Hold	18,830	–	–	0.74%	40
2019 Q3	$3.63M	Sell	18,830 -500	-3%	-$99.1K	0.74%	43
2019 Q2	$3.88M	Hold	19,330	–	–	0.78%	42
2019 Q1	$3.8M	Hold	19,330	–	–	0.72%	37
2018 Q4	$3.25M	Sell	19,330 -212	-1%	-$39.5K	0.72%	40
2018 Q3	$4.2M	Sell	19,542 -204	-1%	-$43.5K	0.86%	26
2018 Q2	$4.04M	Sell	19,746 -1,390	-7%	-$278K	0.87%	24
2018 Q1	$4.03M	Sell	21,136 -486	-2%	-$93.3K	0.9%	24
2017 Q4	$4.04M	Sell	21,622 -300	-1%	-$54.8K	0.93%	27
2017 Q3	$3.92M	Sell	21,922 -25	-0.1%	-$4.25K	0.93%	22
2017 Q2	$3.7M	Sell	21,947 -310	-1%	-$51K	0.93%	24
2017 Q1	$3.6M	Sell	22,257 -176	-0.8%	-$27.9K	0.91%	23
2016 Q4	$3.45M	Sell	22,433 -147	-0.7%	-$21.9K	0.9%	22
2016 Q3	$3.36M	Sell	22,580 -721	-3%	-$105K	0.96%	20
2016 Q2	$3.2M	Sell	23,301 -1,195	-5%	-$161K	0.95%	23
2016 Q1	$3.25M	Sell	24,496 -825	-3%	-$103K	1.03%	21
2015 Q4	$3.53M	Sell	25,321 -85	-0.3%	-$12.1K	1.12%	16
2015 Q3	$3.4M	Hold	25,406	–	–	1.1%	14
2015 Q2	$3.93M	Sell	25,406 -651	-2%	-$99.8K	1.07%	14
2015 Q1	$3.95M	Sell	26,057 -250	-1%	-$36.4K	0.99%	17
2014 Q4	$3.75M	Sell	26,307 -344	-1%	-$46.5K	0.93%	20
2014 Q3	$3.46M	Sell	26,651 -400	-1%	-$53.6K	0.91%	22
2014 Q2	$3.75M	Sell	27,051 -1,654	-6%	-$217K	0.93%	20
2014 Q1	$3.91M	Sell	28,705 -1,401	-5%	-$192K	0.99%	18
2013 Q4	$4.08M	Sell	30,106 -1,247	-4%	-$162K	1.06%	18
2013 Q3	$3.95M	Sell	31,353 -648	-2%	-$78.1K	1.1%	19
2013 Q2	$3.57M	Buy	+32,001	New	+$3.5M	1.08%	19

Other funds holding IWO

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Tompkins Financial's IWO Position: Q2 2026 in Review

Tompkins Financial increased its iShares Russell 2000 Growth ETF (IWO) stake by 2.2% in Q2 2026, buying an estimated $73K and bringing the position to 9,438 shares worth $3.72M. The position accounts for 0.26% of the portfolio, ranked #63.

Tompkins Financial first reported a position in IWO in Q2 2013 and has held it in 52 quarters since. The position peaked at $4.2M in Q3 2018. 1,104 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

Tompkins Financial held 9,438 shares of iShares Russell 2000 Growth ETF worth $3.72M as of Q2 2026.
Tompkins Financial bought 200 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $73K.
iShares Russell 2000 Growth ETF made up 0.26% of Tompkins Financial's portfolio in Q2 2026, its #63 holding.
Tompkins Financial first reported a position in iShares Russell 2000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Tompkins Financial's iShares Russell 2000 Growth ETF position peaked at $4.2M in Q3 2018.
1,104 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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