Tompkins Financial’s iShares US Technology ETF IYW Stock Holding History

Tompkins Financial’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38.3K	Hold	152	–	–	﹤0.01%	352
2026 Q1	$27.6K	Sell	152 -11	-7%	-$2.13K	﹤0.01%	364
2025 Q4	$32.5K	Buy	163 +11	+7%	+$2.2K	﹤0.01%	335
2025 Q3	$29.8K	Hold	152	–	–	﹤0.01%	358
2025 Q2	$26.3K	Hold	152	–	–	﹤0.01%	363
2025 Q1	$21.3K	Hold	152	–	–	﹤0.01%	393
2024 Q4	$24.2K	Buy	152 +60	+65%	+$9.49K	﹤0.01%	375
2024 Q3	$13.9K	Sell	92 -30	-25%	-$4.41K	﹤0.01%	451
2024 Q2	$18.4K	Buy	+122	New	+$16.9K	﹤0.01%	443
2024 Q1	–	Sell	-73	Closed	-$8.96K	–	671
2023 Q4	$8.96K	Buy	+73	New	+$8.27K	﹤0.01%	499
2023 Q2	–	Sell	-50	Closed	-$4.64K	–	623
2023 Q1	$4.64K	Buy	+50	New	+$4.2K	﹤0.01%	540

Other funds holding IYW

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

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

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Tompkins Financial's IYW Position: Q2 2026 in Review

Tompkins Financial held its iShares US Technology ETF (IYW) position steady in Q2 2026 at 152 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #352.

Tompkins Financial first reported a position in IYW in Q1 2023 and has held it in 11 quarters since. 1,293 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

Tompkins Financial held 152 shares of iShares US Technology ETF worth $38.3K as of Q2 2026.
Tompkins Financial left its iShares US Technology ETF share count unchanged in Q2 2026.
iShares US Technology ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q2 2026, its #352 holding.
Tompkins Financial first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 11 quarters since.
1,293 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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