Number of Shares
553,806.00
Current Holdings Value*
$84.80 Mil
% of Portfolio
7.8%
Total Estimate Gain
$36.33 Mil
% of Total Estimate Gain
31.45%

TOMPKINS FINANCIAL CORP's iShares Russell Top 200 ETF Holding Summary

As of 2025-06-30, TOMPKINS FINANCIAL CORP held 553,806.00 shares of iShares Russell Top 200 ETF(IWL), totaling $84.80 Mil. This investment constitutes 7.8% of their stock portfolio, and TOMPKINS FINANCIAL CORP now holds 4.92% of the outstanding iShares Russell Top 200 ETF(IWL) stock.

The initial trade took place in 2023Q2. And since then TOMPKINS FINANCIAL CORP has made 6 purchases of IWL, at an average price of $114.28, for a total of 1.01 Mil shares. In addition, there have been 3 sales at an average price of $144.90 for 457,077.00 shares. Based on historical transaction data and IWL's current price of $154.62, TOMPKINS FINANCIAL CORP's estimated gain on his IWL holdings is $36.33 Mil, reflecting a 31.45% gain to date.

TOMPKINS FINANCIAL CORP IWL ($154.62) Holding Chart

TOMPKINS FINANCIAL CORP IWL ($154.62) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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