Tompkins Financial’s iShares S&P 100 ETF OEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $419K | Hold |
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|
2025
Q2 | $383K | Hold |
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|
2025
Q1 | $341K | Hold |
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|
2024
Q4 | $363K | Hold |
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|
2024
Q3 | $348K | Hold |
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|
2024
Q2 | $332K | Hold |
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|
2024
Q1 | $311K | Sell |
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|
2023
Q4 | $285K | Buy |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $215K | Hold |
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|
2022
Q3 | $205K | Hold |
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|
2022
Q2 | $217K | Buy |
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