TF
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Tompkins Financial’s iShares Russell 2500 ETF SMMD Stock Holding History

Tompkins Financial’s Portfolio SMMD Stock Details SMMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,451
Closed -$161K – 641
2024
Q1 		$161K Hold
2,451
– – 0.02% 222
2023
Q4 		$151K Buy
+2,451
New +$136K 0.02% 227

Other funds holding SMMD

CCM
Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
BC
Brio Consultants San Francisco, California $818M AUM 13.48% 1-Year Est. Return

Tompkins Financial's SMMD Position: Q2 2024 in Review

Tompkins Financial sold out of iShares Russell 2500 ETF (SMMD) in Q2 2024, closing a stake of 2,451 shares — an estimated $161K sold.

Tompkins Financial first reported a position in SMMD in Q4 2023 and held it in 2 quarters. The position peaked at $161K in Q1 2024. 164 funds tracked by Wall St. Rank hold SMMD as of Q2 2024.

  • Tompkins Financial reported no remaining iShares Russell 2500 ETF position as of Q2 2024 after selling out during the quarter.
  • Tompkins Financial sold 2,451 iShares Russell 2500 ETF shares in Q2 2024, an estimated $161K.
  • Tompkins Financial first reported a position in iShares Russell 2500 ETF in Q4 2023 and held it in 2 quarters.
  • Tompkins Financial's iShares Russell 2500 ETF position peaked at $161K in Q1 2024.
  • 164 funds tracked by Wall St. Rank held iShares Russell 2500 ETF as of Q2 2024.

Based on Tompkins Financial's 13F filing for Q2 2024, filed 17 Jul 2024.