TF
IWY icon

Tompkins Financial’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

Tompkins Financial’s Portfolio IWY Stock Details IWY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-100
Closed -$22K – 561
2024
Q3 		$22K Hold
100
– – ﹤0.01% 410
2024
Q2 		$21.5K Hold
100
– – ﹤0.01% 426
2024
Q1 		$19.5K Hold
100
– – ﹤0.01% 435
2023
Q4 		$17.5K Hold
100
– – ﹤0.01% 439
2023
Q3 		$15.4K Hold
100
– – ﹤0.01% 431
2023
Q2 		$15.9K Hold
100
– – ﹤0.01% 436
2023
Q1 		$13.9K Hold
100
– – ﹤0.01% 459
2022
Q4 		$12K Hold
100
– – ﹤0.01% 464
2022
Q3 		$12K Buy
+100
New +$13.4K ﹤0.01% 463

Other funds holding IWY

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return

Tompkins Financial's IWY Position: Q4 2024 in Review

Tompkins Financial sold out of iShares Russell Top 200 Growth ETF (IWY) in Q4 2024, closing a stake of 100 shares — an estimated $22K sold.

Tompkins Financial first reported a position in IWY in Q3 2022 and held it in 9 quarters. The position peaked at $22K in Q3 2024. 590 funds tracked by Wall St. Rank hold IWY as of Q4 2024.

  • Tompkins Financial reported no remaining iShares Russell Top 200 Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Tompkins Financial sold 100 iShares Russell Top 200 Growth ETF shares in Q4 2024, an estimated $22K.
  • Tompkins Financial first reported a position in iShares Russell Top 200 Growth ETF in Q3 2022 and held it in 9 quarters.
  • Tompkins Financial's iShares Russell Top 200 Growth ETF position peaked at $22K in Q3 2024.
  • 590 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q4 2024.

Based on Tompkins Financial's 13F filing for Q4 2024, filed 15 Jan 2025.