TF
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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
Q3 		$13.8K Sell
100
-927
-90% -$130K ﹤0.01% 441
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

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
APW
Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return

Tompkins Financial's IWP Position: Q3 2026 in Review

Tompkins Financial reduced its iShares Russell Mid-Cap Growth ETF (IWP) stake by 90% in Q3 2026, selling an estimated $130K and leaving 100 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Tompkins Financial first reported a position in IWP in Q1 2022 and has held it in 19 quarters since. The position peaked at $182K in Q2 2023. 75 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

  • Tompkins Financial held 100 shares of iShares Russell Mid-Cap Growth ETF worth $13.8K as of Q3 2026.
  • Tompkins Financial sold 927 iShares Russell Mid-Cap Growth ETF shares in Q3 2026, an estimated $130K.
  • iShares Russell Mid-Cap Growth ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #441 holding.
  • Tompkins Financial first reported a position in iShares Russell Mid-Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
  • Tompkins Financial's iShares Russell Mid-Cap Growth ETF position peaked at $182K in Q2 2023.
  • 75 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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