Tompkins Financial’s iShares US Healthcare ETF IYH Stock Holding History

Tompkins Financial’s Portfolio IYH Stock Details IYH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$15.7K	Hold	220	–	–	﹤0.01%	432
2026 Q2	$14.7K	Hold	220	–	–	﹤0.01%	424
2026 Q1	$13.6K	Buy	+220	New	+$14.2K	﹤0.01%	428
2024 Q1	–	Sell	-80	Closed	-$4.58K	–	670
2023 Q4	$4.58K	Buy	+80	New	+$4.36K	﹤0.01%	553
2022 Q2	–	Sell	-400	Closed	-$23K	–	598
2022 Q1	$23K	Buy	+400	New	+$22.3K	﹤0.01%	419

Other funds holding IYH

FCFC

First Citizens Financial Corp Mason City, Iowa $238M AUM 17.36% 1-Year Est. Return

GBFG

Gerald Baker Financial Group Arlington, Texas $354M AUM

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

SMWM

Silvia McColl Wealth Management San Diego, California $167M AUM 21.37% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

AIM

Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Tompkins Financial's IYH Position: Q3 2026 in Review

Tompkins Financial held its iShares US Healthcare ETF (IYH) position steady in Q3 2026 at 220 shares worth $15.7K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Tompkins Financial first reported a position in IYH in Q1 2022 and has held it in 5 quarters since. The position peaked at $23K in Q1 2022. 26 funds tracked by Wall St. Rank hold IYH as of Q3 2026.

Tompkins Financial held 220 shares of iShares US Healthcare ETF worth $15.7K as of Q3 2026.
Tompkins Financial left its iShares US Healthcare ETF share count unchanged in Q3 2026.
iShares US Healthcare ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #432 holding.
Tompkins Financial first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 5 quarters since.
Tompkins Financial's iShares US Healthcare ETF position peaked at $23K in Q1 2022.
26 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q3 2026.

Based on Tompkins Financial's 13F filing for Q3 2026, filed 5 Oct 2026.