Tompkins Financial’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Tompkins Financial’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$150K	Hold	1,027	–	–	0.01%	230
2026 Q1	$132K	Hold	1,027	–	–	0.01%	241
2025 Q4	$141K	Hold	1,027	–	–	0.01%	227
2025 Q3	$146K	Hold	1,027	–	–	0.01%	217
2025 Q2	$142K	Hold	1,027	–	–	0.01%	212
2025 Q1	$121K	Hold	1,027	–	–	0.01%	238
2024 Q4	$130K	Sell	1,027 -400	-28%	-$50.9K	0.01%	230
2024 Q3	$167K	Hold	1,427	–	–	0.02%	211
2024 Q2	$157K	Hold	1,427	–	–	0.02%	223
2024 Q1	$163K	Sell	1,427 -196	-12%	-$21.2K	0.02%	221
2023 Q4	$170K	Buy	1,623 +196	+14%	+$18.6K	0.02%	213
2023 Q3	$130K	Sell	1,427 -456	-24%	-$43.6K	0.02%	217
2023 Q2	$182K	Buy	1,883 +1,083	+135%	+$98.7K	0.03%	188
2023 Q1	$72.8K	Hold	800	–	–	0.01%	302
2022 Q4	$67K	Buy	800 +200	+33%	+$16.8K	0.01%	304
2022 Q3	$47K	Hold	600	–	–	0.01%	335
2022 Q2	$48K	Hold	600	–	–	0.01%	333
2022 Q1	$60K	Buy	+600	New	+$59.8K	0.01%	334

Other funds holding IWP

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

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

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

Tompkins Financial's IWP Position: Q2 2026 in Review

Tompkins Financial held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 1,027 shares worth $150K. The position accounts for 0.01% of the portfolio, ranked #230.

Tompkins Financial first reported a position in IWP in Q1 2022 and has held it in 18 quarters since. The position peaked at $182K in Q2 2023. 1,213 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

Tompkins Financial held 1,027 shares of iShares Russell Mid-Cap Growth ETF worth $150K as of Q2 2026.
Tompkins Financial left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.01% of Tompkins Financial's portfolio in Q2 2026, its #230 holding.
Tompkins Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
Tompkins Financial's iShares Russell Mid-Cap Growth ETF position peaked at $182K in Q2 2023.
1,213 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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