TF
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Tompkins Financial’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Tompkins Financial’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-600
Closed -$40.5K – 609
2023
Q2 		$40.5K Hold
600
– – 0.01% 347
2023
Q1 		$39.1K Hold
600
– – 0.01% 358
2022
Q4 		$39K Buy
+600
New +$38.3K 0.01% 354

Other funds holding IWX

TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FCAM
First Citizens Asset Management Raleigh, North Carolina $313M AUM 15.77% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PP
Pegasus Partners Mequon, Wisconsin $1.07B AUM 32.32% 1-Year Est. Return

Tompkins Financial's IWX Position: Q3 2023 in Review

Tompkins Financial sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2023, closing a stake of 600 shares — an estimated $40.5K sold.

Tompkins Financial first reported a position in IWX in Q4 2022 and held it in 3 quarters. The position peaked at $40.5K in Q2 2023. 135 funds tracked by Wall St. Rank hold IWX as of Q3 2023.

  • Tompkins Financial reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2023 after selling out during the quarter.
  • Tompkins Financial sold 600 iShares Russell Top 200 Value ETF shares in Q3 2023, an estimated $40.5K.
  • Tompkins Financial first reported a position in iShares Russell Top 200 Value ETF in Q4 2022 and held it in 3 quarters.
  • Tompkins Financial's iShares Russell Top 200 Value ETF position peaked at $40.5K in Q2 2023.
  • 135 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2023.

Based on Tompkins Financial's 13F filing for Q3 2023, filed 21 Nov 2023.