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 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 $377B AUM 19.32% 1-Year Est. Return

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.61B AUM 19.97% 1-Year Est. Return

Clearstead Trust Portland, Maine $613M AUM 25.73% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NBT Bank's ILCG Position: Q1 2026 in Review

NBT Bank increased its iShares Morningstar Growth ETF (ILCG) stake by 175% in Q1 2026, buying an estimated $18.5K and bringing the position to 286 shares worth $27.3K. The position accounts for ﹤0.01% of the portfolio, ranked #568.

NBT Bank first reported a position in ILCG in Q1 2024 and has held it in 9 quarters since. The position peaked at $29.8K in Q3 2025. 326 funds tracked by Wall St. Rank hold ILCG as of Q1 2026.

NBT Bank held 286 shares of iShares Morningstar Growth ETF worth $27.3K as of Q1 2026.
NBT Bank bought 182 iShares Morningstar Growth ETF shares in Q1 2026, an estimated $18.5K.
iShares Morningstar Growth ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #568 holding.
NBT Bank first reported a position in iShares Morningstar Growth ETF in Q1 2024 and has held it in 9 quarters since.
NBT Bank's iShares Morningstar Growth ETF position peaked at $29.8K in Q3 2025.
326 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q1 2026.

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