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

Quarter	Market Value	Status	Shares	Shares Change %	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	+$39K	0.01%	354