TF
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Tompkins Financial’s iShares Russell 3000 ETF IWV Stock Holding History

Tompkins Financial’s Portfolio IWV Stock Details IWV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-510
Closed -$170K – 576
2024
Q4 		$170K Sell
510
-100
-16% -$33.7K 0.02% 201
2024
Q3 		$199K Hold
610
– – 0.02% 195
2024
Q2 		$188K Sell
610
-15
-2% -$4.48K 0.02% 205
2024
Q1 		$188K Sell
625
-32
-5% -$9.13K 0.02% 204
2023
Q4 		$180K Buy
657
+65
+11% +$16.6K 0.02% 206
2023
Q3 		$145K Buy
592
+442
+295% +$113K 0.02% 204
2023
Q2 		$38.2K Hold
150
– – 0.01% 354
2023
Q1 		$35.3K Hold
150
– – 0.01% 365
2022
Q4 		$33K Hold
150
– – 0.01% 372
2022
Q3 		$31K Sell
150
-556
-79% -$128K 0.01% 377
2022
Q2 		$154K Hold
706
– – 0.02% 204
2022
Q1 		$185K Buy
706
+136
+24% +$35.2K 0.03% 199
2021
Q4 		$158K Hold
570
– – 0.03% 147
2021
Q3 		$145K Buy
+570
New +$149K 0.03% 151
2021
Q1 		$135K Hold
570
– – 0.02% 160
2020
Q4 		$127K Hold
570
– – 0.02% 154
2020
Q3 		$112K Hold
570
– – 0.02% 174
2020
Q2 		$103K Buy
+570
New +$96.6K 0.02% 178

Other funds holding IWV

SCM
SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UMC
UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
P
Pitcairn Conshohocken, Pennsylvania $1.27B AUM 23.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Tompkins Financial's IWV Position: Q1 2025 in Review

Tompkins Financial sold out of iShares Russell 3000 ETF (IWV) in Q1 2025, closing a stake of 510 shares — an estimated $170K sold.

Tompkins Financial first reported a position in IWV in Q2 2020 and held it in 18 quarters. The position peaked at $199K in Q3 2024. 806 funds tracked by Wall St. Rank hold IWV as of Q1 2025.

  • Tompkins Financial reported no remaining iShares Russell 3000 ETF position as of Q1 2025 after selling out during the quarter.
  • Tompkins Financial sold 510 iShares Russell 3000 ETF shares in Q1 2025, an estimated $170K.
  • Tompkins Financial first reported a position in iShares Russell 3000 ETF in Q2 2020 and held it in 18 quarters.
  • Tompkins Financial's iShares Russell 3000 ETF position peaked at $199K in Q3 2024.
  • 806 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q1 2025.

Based on Tompkins Financial's 13F filing for Q1 2025, filed 7 Apr 2025.