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 Q3	$40.3K	Hold	152	–	–	﹤0.01%	358
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

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

FCFC

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

FFA

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

CPBTD

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

MBT

Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FWCM

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

AIM

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

Tompkins Financial's IYW Position: Q3 2026 in Review

Tompkins Financial held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 152 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #358.

Tompkins Financial first reported a position in IYW in Q1 2023 and has held it in 12 quarters since. 49 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

Tompkins Financial held 152 shares of iShares US Technology ETF worth $40.3K as of Q3 2026.
Tompkins Financial left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up ﹤0.01% of Tompkins Financial's portfolio in Q3 2026, its #358 holding.
Tompkins Financial first reported a position in iShares US Technology ETF in Q1 2023 and has held it in 12 quarters since.
49 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

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