Tompkins Financial’s iShares US Energy ETF IYE Stock Holding History

Tompkins Financial’s Portfolio IYE Stock Details IYE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-150	Closed	-$7.13K	–	652
2025 Q3	$7.13K	Hold	150	–	–	﹤0.01%	466
2025 Q2	$6.78K	Buy	+150	New	+$6.63K	﹤0.01%	462
2024 Q1	–	Sell	-190	Closed	-$8.38K	–	669
2023 Q4	$8.38K	Buy	+190	New	+$8.54K	﹤0.01%	504
2020 Q1	–	Sell	-1,600	Closed	-$51K	–	433
2019 Q4	$51K	Buy	+1,600	New	+$50.5K	0.01%	255

Other funds holding IYE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BRCM

Bright Rock Capital Management Hanover, Massachusetts $529M AUM 8.66% 1-Year Est. Return

Tompkins Financial's IYE Position: Q4 2025 in Review

Tompkins Financial sold out of iShares US Energy ETF (IYE) in Q4 2025, closing a stake of 150 shares — an estimated $7.13K sold.

Tompkins Financial first reported a position in IYE in Q4 2019 and held it in 4 quarters. The position peaked at $51K in Q4 2019. 275 funds tracked by Wall St. Rank hold IYE as of Q4 2025.

Tompkins Financial reported no remaining iShares US Energy ETF position as of Q4 2025 after selling out during the quarter.
Tompkins Financial sold 150 iShares US Energy ETF shares in Q4 2025, an estimated $7.13K.
Tompkins Financial first reported a position in iShares US Energy ETF in Q4 2019 and held it in 4 quarters.
Tompkins Financial's iShares US Energy ETF position peaked at $51K in Q4 2019.
275 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q4 2025.

Based on Tompkins Financial's 13F filing for Q4 2025, filed 8 Jan 2026.