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TF
Tompkins Financial’s
iShares Global Tech ETF
IXN
Stock Holding History
Tompkins Financial’s Portfolio
IXN Stock Details
IXN Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q4
–
Sell
-4,500
Closed
-$371K
–
564
2024
Q3
$371K
Sell
4,500
-3,660
-45%
-$296K
0.04%
136
2024
Q2
$676K
Hold
8,160
–
–
0.07%
110
2024
Q1
$610K
Hold
8,160
–
–
0.07%
118
2023
Q4
$556K
Hold
8,160
–
–
0.07%
122
2023
Q3
$472K
Sell
8,160
-1,200
-13%
-$73K
0.07%
118
2023
Q2
$582K
Hold
9,360
–
–
0.09%
112
2023
Q1
$509K
Hold
9,360
–
–
0.08%
121
2022
Q4
$420K
Hold
9,360
–
–
0.07%
130
2022
Q3
$394K
Buy
9,360
+3,660
+64%
+$178K
0.07%
129
2022
Q2
$260K
Hold
5,700
–
–
0.04%
158
2022
Q1
$331K
Buy
+5,700
New
+$329K
0.05%
150
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1-Year Est. Return
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San Diego, California
$377B AUM
19.32%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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