TOMPKINS FINANCIAL CORP IXUS — ISHARES TR CORE MSCI TOTAL

Ownership history in TOMPKINS FINANCIAL CORP  ·  9 quarters on record

AI Ownership Summary

TOMPKINS FINANCIAL CORP reported ISHARES TR CORE MSCI TOTAL (IXUS) in 9 quarterly 13F filings from 2024 Q4 through 2026 Q3. The latest visible filing shows IXUS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this IXUS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was TOMPKINS FINANCIAL CORP's position in ISHARES TR CORE MSCI TOTAL, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

IXUS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How TOMPKINS FINANCIAL CORP held IXUS — position size vs. price
% of Fund (quarterly)    IXUS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 573 — 0% 0.00% $54K 2026-10-05 $96.10
2026 Q2 UNCHANGED — — — 573 — 0% 0.00% $55K 2026-07-15 $94.92
2026 Q1 UNCHANGED — — — 573 — 0% 0.00% $50K 2026-04-09 $89.94
2025 Q4 UNCHANGED — — — 573 — 0% 0.00% $48K 2026-01-08 $85.61
2025 Q3 UNCHANGED — — — 573 — 0% 0.00% $47K 2025-10-08 $81.25
2025 Q2 UNCHANGED — — — 573 — 0% 0.00% $44K 2025-07-10 $75.41
2025 Q1 UNCHANGED — — — 573 — 0% 0.00% $40K 2025-04-07 $60.01
2024 Q4 REDUCED 42.7% +5.5% ❌ 573 -427 -42.7% 0.00% $38K 2025-01-15 $63.21
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About TOMPKINS FINANCIAL CORP and IXUS

These are the practical questions this page is built to answer before you even open the full history table.

How long has TOMPKINS FINANCIAL CORP reported owning IXUS?

TOMPKINS FINANCIAL CORP reported IXUS across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported IXUS position in TOMPKINS FINANCIAL CORP's portfolio?

The largest reported portfolio weight for IXUS was 0.00% in 2025 Q2.

What is the latest reported IXUS position on this page?

The most recent filing on this page is 2026 Q3, when TOMPKINS FINANCIAL CORP reported 573 shares, equal to 0.00% of portfolio, with an estimated market value of $54K.

What does the chart on this IXUS ownership page compare?

The chart compares TOMPKINS FINANCIAL CORP's quarterly IXUS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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