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Tompkins Financial’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History

Tompkins Financial’s Portfolio IWS Stock Details IWS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$12.1K Buy
+75
New +$12.6K ﹤0.01% 456
2023
Q3 		– Sell
-248
Closed -$27.2K – 608
2023
Q2 		$27.2K Hold
248
– – ﹤0.01% 391
2023
Q1 		$26.3K Hold
248
– – ﹤0.01% 396
2022
Q4 		$26K Buy
+248
New +$26K ﹤0.01% 399

Other funds holding IWS

LFWA
LBJ Family Wealth Advisors Austin, Texas $196M AUM 12.84% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $589M AUM 19.71% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
LA
LWM Advisors El Dorado Hills, California $132M AUM 13.37% 1-Year Est. Return
AWA
Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Tompkins Financial's IWS Position: Q3 2026 in Review

Tompkins Financial opened a new position in iShares Russell Mid-Cap Value ETF (IWS) in Q3 2026: 75 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #456 among its holdings. This is a return to the name: Tompkins Financial previously reported a position in IWS as recently as Q2 2023.

Tompkins Financial first reported a position in IWS in Q4 2022 and has held it in 4 quarters since. The position peaked at $27.2K in Q2 2023. 52 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

  • Tompkins Financial held 75 shares of iShares Russell Mid-Cap Value ETF worth $12.1K as of Q3 2026.
  • iShares Russell Mid-Cap Value ETF was a new Tompkins Financial position in Q3 2026.
  • iShares Russell Mid-Cap Value ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #456 holding.
  • Tompkins Financial first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2022 and has held it in 4 quarters since.
  • Tompkins Financial's iShares Russell Mid-Cap Value ETF position peaked at $27.2K in Q2 2023.
  • 52 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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