NBT Bank’s iShares Morningstar Mid-Cap Growth ETF IMCG Stock Holding History

NBT Bank’s Portfolio IMCG Stock Details IMCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162K	Hold	1,652	–	–	0.01%	387
2026 Q1	$130K	Buy	1,652 +1,572	+1,965%	+$129K	0.01%	406
2025 Q4	$132K	Sell	80 -3	-4%	-$244	0.01%	402
2025 Q3	$137K	Sell	83 -1,569	-95%	-$128K	0.01%	396
2025 Q2	$133K	Hold	1,652	–	–	0.01%	402
2025 Q1	$118K	Hold	1,652	–	–	0.01%	403
2024 Q4	$125K	Hold	1,652	–	–	0.01%	409
2024 Q3	$121K	Hold	1,652	–	–	0.01%	418
2024 Q2	$112K	Hold	1,652	–	–	0.01%	377
2024 Q1	$117K	Hold	1,652	–	–	0.01%	378
2023 Q4	$106K	Buy	+1,652	New	+$97.1K	0.01%	379

Other funds holding IMCG

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

RWM

RMG Wealth Management Platteville, Wisconsin $969M AUM 18.56% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NBT Bank's IMCG Position: Q2 2026 in Review

NBT Bank held its iShares Morningstar Mid-Cap Growth ETF (IMCG) position steady in Q2 2026 at 1,652 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #387.

NBT Bank first reported a position in IMCG in Q4 2023 and has held it in 11 quarters since. 423 funds tracked by Wall St. Rank hold IMCG as of Q2 2026.

NBT Bank held 1,652 shares of iShares Morningstar Mid-Cap Growth ETF worth $162K as of Q2 2026.
NBT Bank left its iShares Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Growth ETF made up 0.01% of NBT Bank's portfolio in Q2 2026, its #387 holding.
NBT Bank first reported a position in iShares Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
423 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Growth ETF as of Q2 2026.

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