NBT Bank’s iShares S&P Mid-Cap 400 Growth ETF IJK Stock Holding History

NBT Bank’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$392K	Hold	3,900	–	–	0.03%	296
2025 Q4	$378K	Hold	3,900	–	–	0.02%	302
2025 Q3	$374K	Buy	3,900 +10	+0.3%	+$942	0.02%	303
2025 Q2	$354K	Hold	3,890	–	–	0.02%	307
2025 Q1	$324K	Hold	3,890	–	–	0.02%	315
2024 Q4	$354K	Buy	3,890 +84	+2%	+$7.91K	0.02%	305
2024 Q3	$350K	Hold	3,806	–	–	0.02%	316
2024 Q2	$335K	Hold	3,806	–	–	0.02%	316
2024 Q1	$347K	Hold	3,806	–	–	0.03%	315
2023 Q4	$302K	Hold	3,806	–	–	0.02%	320
2023 Q3	$275K	Hold	3,806	–	–	0.03%	272
2023 Q2	$285K	Sell	3,806 -10	-0.3%	-$714	0.04%	221
2023 Q1	$273K	Hold	3,816	–	–	0.04%	223
2022 Q4	$261K	Hold	3,816	–	–	0.04%	218
2022 Q3	$240K	Sell	3,816 -2,180	-36%	-$150K	0.04%	210
2022 Q2	$382K	Hold	5,996	–	–	0.06%	178
2022 Q1	$463K	Hold	5,996	–	–	0.06%	170
2021 Q4	$511K	Buy	5,996 +148	+3%	+$12.4K	0.07%	167
2021 Q3	$463K	Hold	5,848	–	–	0.06%	171
2021 Q2	$473K	Sell	5,848 -2	-0%	-$161	0.07%	170
2021 Q1	$459K	Buy	5,850 +110	+2%	+$8.47K	0.07%	173
2020 Q4	$414K	Hold	5,740	–	–	0.06%	173
2020 Q3	$343K	Hold	5,740	–	–	0.06%	177
2020 Q2	$321K	Hold	5,740	–	–	0.06%	174
2020 Q1	$256K	Hold	5,740	–	–	0.05%	182
2019 Q4	$342K	Buy	+5,740	New	+$329K	0.05%	180
2019 Q3	–	Sell	-3,704	Closed	-$210K	–	194
2019 Q2	$210K	Buy	+3,704	New	+$205K	0.04%	181
2018 Q2	–	Sell	-5,140	Closed	-$281K	–	186
2018 Q1	$281K	Sell	5,140 -60	-1%	-$3.32K	0.05%	173
2017 Q4	$281K	Sell	5,200 -400	-7%	-$21.1K	0.04%	170
2017 Q3	$283K	Hold	5,600	–	–	0.05%	174
2017 Q2	$275K	Hold	5,600	–	–	0.04%	173
2017 Q1	$268K	Hold	5,600	–	–	0.04%	180
2016 Q4	$256K	Hold	5,600	–	–	0.04%	182
2016 Q3	$245K	Hold	5,600	–	–	0.04%	183
2016 Q2	$236K	Hold	5,600	–	–	0.04%	184
2016 Q1	$228K	Hold	5,600	–	–	0.04%	189
2015 Q4	$225K	Hold	5,600	–	–	0.04%	178
2015 Q3	$220K	Hold	5,600	–	–	0.04%	180
2015 Q2	$237K	Hold	5,600	–	–	0.04%	180
2015 Q1	$240K	Hold	5,600	–	–	0.04%	185
2014 Q4	$224K	Hold	5,600	–	–	0.04%	188
2014 Q3	$212K	Hold	5,600	–	–	0.03%	191
2014 Q2	$220K	Hold	5,600	–	–	0.03%	193
2014 Q1	$214K	Hold	5,600	–	–	0.03%	195
2013 Q4	$210K	Buy	+5,600	New	+$202K	0.03%	200

Other funds holding IJK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

NBT Bank's IJK Position: Q1 2026 in Review

NBT Bank held its iShares S&P Mid-Cap 400 Growth ETF (IJK) position steady in Q1 2026 at 3,900 shares worth $392K. The position accounts for 0.03% of the portfolio, ranked #296.

NBT Bank first reported a position in IJK in Q4 2013 and has held it in 45 quarters since. The position peaked at $511K in Q4 2021. 932 funds tracked by Wall St. Rank hold IJK as of Q1 2026.

NBT Bank held 3,900 shares of iShares S&P Mid-Cap 400 Growth ETF worth $392K as of Q1 2026.
NBT Bank left its iShares S&P Mid-Cap 400 Growth ETF share count unchanged in Q1 2026.
iShares S&P Mid-Cap 400 Growth ETF made up 0.03% of NBT Bank's portfolio in Q1 2026, its #296 holding.
NBT Bank first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q4 2013 and has held it in 45 quarters since.
NBT Bank's iShares S&P Mid-Cap 400 Growth ETF position peaked at $511K in Q4 2021.
932 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.