NBT Bank’s iShares Morningstar Growth ETF ILCG Stock Holding History

NBT Bank’s Portfolio ILCG Stock Details ILCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.3K	Sell	216 -70	-24%	-$7.83K	﹤0.01%	608
2026 Q1	$27.3K	Buy	286 +182	+175%	+$18.5K	﹤0.01%	568
2025 Q4	$29.8K	Hold	104	–	–	﹤0.01%	555
2025 Q3	$29.8K	Sell	104 -182	-64%	-$18.3K	﹤0.01%	556
2025 Q2	$27.7K	Hold	286	–	–	﹤0.01%	558
2025 Q1	$23.2K	Hold	286	–	–	﹤0.01%	575
2024 Q4	$25.6K	Hold	286	–	–	﹤0.01%	574
2024 Q3	$24K	Hold	286	–	–	﹤0.01%	607
2024 Q2	$23.3K	Hold	286	–	–	﹤0.01%	437
2024 Q1	$21.6K	Buy	+286	New	+$20.6K	﹤0.01%	442

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NBT Bank's ILCG Position: Q2 2026 in Review

NBT Bank reduced its iShares Morningstar Growth ETF (ILCG) stake by 24% in Q2 2026, selling an estimated $7.83K and leaving 216 shares worth $25.3K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

NBT Bank first reported a position in ILCG in Q1 2024 and has held it in 10 quarters since. The position peaked at $29.8K in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

NBT Bank held 216 shares of iShares Morningstar Growth ETF worth $25.3K as of Q2 2026.
NBT Bank sold 70 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $7.83K.
iShares Morningstar Growth ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #608 holding.
NBT Bank first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 10 quarters since.
NBT Bank's iShares Morningstar Growth ETF position peaked at $29.8K in Q3 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.