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NBT Bank’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

NBT Bank’s Portfolio IJS Stock Details IJS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$206K Buy
1,739
+417
+32% +$50.4K 0.01% 364
2025
Q4 		$198K Buy
1,322
+3
+0.2% +$336 0.01% 373
2025
Q3 		$197K Sell
1,319
-462
-26% -$49.1K 0.01% 372
2025
Q2 		$177K Sell
1,781
-15
-0.8% -$1.42K 0.01% 383
2025
Q1 		$175K Sell
1,796
-42
-2% -$4.43K 0.01% 380
2024
Q4 		$200K Sell
1,838
-16
-0.9% -$1.77K 0.01% 369
2024
Q3 		$200K Buy
1,854
+1,154
+165% +$120K 0.01% 377
2024
Q2 		$68.1K Sell
700
-77
-10% -$7.57K ﹤0.01% 392
2024
Q1 		$79.8K Sell
777
-256
-25% -$25.4K 0.01% 388
2023
Q4 		$106K Buy
+1,033
New +$94.1K 0.01% 378

Other funds holding IJS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SP
Sherman Porfolios Coeur D'alene, Idaho $1.3B AUM 35.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
UFF
USA Financial Formulas Ada, Michigan $531M AUM 28.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PCIA
Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

NBT Bank's IJS Position: Q1 2026 in Review

NBT Bank increased its iShares S&P Small-Cap 600 Value ETF (IJS) stake by 32% in Q1 2026, buying an estimated $50.4K and bringing the position to 1,739 shares worth $206K. The position accounts for 0.01% of the portfolio, ranked #364.

NBT Bank first reported a position in IJS in Q4 2023 and has held it in 10 quarters since. 844 funds tracked by Wall St. Rank hold IJS as of Q1 2026.

  • NBT Bank held 1,739 shares of iShares S&P Small-Cap 600 Value ETF worth $206K as of Q1 2026.
  • NBT Bank bought 417 iShares S&P Small-Cap 600 Value ETF shares in Q1 2026, an estimated $50.4K.
  • iShares S&P Small-Cap 600 Value ETF made up 0.01% of NBT Bank's portfolio in Q1 2026, its #364 holding.
  • NBT Bank first reported a position in iShares S&P Small-Cap 600 Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 844 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q1 2026.

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