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NBT Bank’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

NBT Bank’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.91M Buy
15,386
+1,465
+11% +$186K 0.13% 147
2025
Q4 		$1.85M Buy
13,921
+117
+0.8% +$14K 0.12% 150
2025
Q3 		$1.82M Sell
13,804
-1,752
-11% -$201K 0.12% 153
2025
Q2 		$1.7M Buy
15,556
+442
+3% +$45.7K 0.12% 161
2025
Q1 		$1.58M Sell
15,114
-1,269
-8% -$143K 0.11% 169
2024
Q4 		$1.89M Buy
16,383
+146
+0.9% +$17.4K 0.13% 150
2024
Q3 		$1.9M Buy
16,237
+2,077
+15% +$235K 0.13% 158
2024
Q2 		$1.51M Buy
14,160
+2,958
+26% +$316K 0.11% 177
2024
Q1 		$1.24M Buy
11,202
+2,225
+25% +$236K 0.09% 186
2023
Q4 		$972K Buy
8,977
+4,298
+92% +$414K 0.08% 200
2023
Q3 		$441K Sell
4,679
-419
-8% -$41.9K 0.04% 230
2023
Q2 		$508K Sell
5,098
-10
-0.2% -$952 0.07% 175
2023
Q1 		$494K Hold
5,108
– – 0.07% 172
2022
Q4 		$483K Sell
5,108
-358
-7% -$34.3K 0.07% 177
2022
Q3 		$477K Buy
5,466
+307
+6% +$29.8K 0.08% 165
2022
Q2 		$477K Hold
5,159
– – 0.07% 165
2022
Q1 		$557K Buy
5,159
+250
+5% +$27K 0.07% 158
2021
Q4 		$562K Hold
4,909
– – 0.07% 161
2021
Q3 		$536K Hold
4,909
– – 0.07% 161
2021
Q2 		$555K Hold
4,909
– – 0.08% 157
2021
Q1 		$533K Buy
4,909
+120
+3% +$12.6K 0.08% 157
2020
Q4 		$440K Buy
4,789
+325
+7% +$26.7K 0.07% 165
2020
Q3 		$313K Buy
4,464
+570
+15% +$40.9K 0.05% 185
2020
Q2 		$266K Buy
+3,894
New +$246K 0.05% 182
2020
Q1 		– Sell
-2,879
Closed -$241K – 210
2019
Q4 		$241K Buy
+2,879
New +$232K 0.04% 207

Other funds holding IJR

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

NBT Bank's IJR Position: Q1 2026 in Review

NBT Bank increased its iShares Core S&P Small-Cap ETF (IJR) stake by 11% in Q1 2026, buying an estimated $186K and bringing the position to 15,386 shares worth $1.91M. The position accounts for 0.13% of the portfolio, ranked #147.

NBT Bank first reported a position in IJR in Q4 2019 and has held it in 25 quarters since. 2,735 funds tracked by Wall St. Rank hold IJR as of Q1 2026.

  • NBT Bank held 15,386 shares of iShares Core S&P Small-Cap ETF worth $1.91M as of Q1 2026.
  • NBT Bank bought 1,465 iShares Core S&P Small-Cap ETF shares in Q1 2026, an estimated $186K.
  • iShares Core S&P Small-Cap ETF made up 0.13% of NBT Bank's portfolio in Q1 2026, its #147 holding.
  • NBT Bank first reported a position in iShares Core S&P Small-Cap ETF in Q4 2019 and has held it in 25 quarters since.
  • 2,735 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q1 2026.

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