TF
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Tompkins Financial’s iShares US Consumer Staples ETF IYK Stock Holding History

Tompkins Financial’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,325
Closed -$153K – 605
2024
Q2 		$153K Hold
2,325
– – 0.02% 224
2024
Q1 		$157K Hold
2,325
– – 0.02% 224
2023
Q4 		$149K Hold
2,325
– – 0.02% 230
2023
Q3 		$145K Hold
2,325
– – 0.02% 205
2023
Q2 		$155K Hold
2,325
– – 0.02% 204
2023
Q1 		$154K Hold
2,325
– – 0.03% 205
2022
Q4 		$157K Hold
2,325
– – 0.02% 210
2022
Q3 		$139K Buy
+2,325
New +$153K 0.02% 213

Other funds holding IYK

PGIM Custom Harvest
PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Tompkins Financial's IYK Position: Q3 2024 in Review

Tompkins Financial sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 2,325 shares — an estimated $153K sold.

Tompkins Financial first reported a position in IYK in Q3 2022 and held it in 8 quarters. The position peaked at $157K in Q1 2024. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

  • Tompkins Financial reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
  • Tompkins Financial sold 2,325 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $153K.
  • Tompkins Financial first reported a position in iShares US Consumer Staples ETF in Q3 2022 and held it in 8 quarters.
  • Tompkins Financial's iShares US Consumer Staples ETF position peaked at $157K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on Tompkins Financial's 13F filing for Q3 2024, filed 1 Nov 2024.