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 $1.65B AUM 16.63% 1-Year Est. Return

Envestnet Portfolio Solutions

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return