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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
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

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Tompkins Financial's IYH Position: Q2 2026 in Review

Tompkins Financial held its iShares US Healthcare ETF (IYH) position steady in Q2 2026 at 220 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Tompkins Financial first reported a position in IYH in Q1 2022 and has held it in 4 quarters since. The position peaked at $23K in Q1 2022. 529 funds tracked by Wall St. Rank hold IYH as of Q2 2026.

  • Tompkins Financial held 220 shares of iShares US Healthcare ETF worth $14.7K as of Q2 2026.
  • Tompkins Financial left its iShares US Healthcare ETF share count unchanged in Q2 2026.
  • iShares US Healthcare ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #424 holding.
  • Tompkins Financial first reported a position in iShares US Healthcare ETF in Q1 2022 and has held it in 4 quarters since.
  • Tompkins Financial's iShares US Healthcare ETF position peaked at $23K in Q1 2022.
  • 529 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2026.

Based on Tompkins Financial's 13F filing for Q2 2026, filed 15 Jul 2026.