NBT Bank’s iShares Core S&P US Growth ETF IUSG Stock Holding History

NBT Bank’s Portfolio IUSG Stock Details IUSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.3M	Buy	124,598 +124,430	+74,065%	+$20.5M	1.27%	15
2025 Q4	$21.2M	Buy	168 +3	+2%	+$500	1.37%	13
2025 Q3	$21.8M	Sell	165 -131,937	-100%	-$20.7M	1.42%	10
2025 Q2	$19.9M	Buy	132,102 +791	+0.6%	+$107K	1.36%	12
2025 Q1	$16.7M	Buy	131,311 +4,115	+3%	+$569K	1.21%	17
2024 Q4	$17.7M	Buy	127,196 +7,368	+6%	+$1.01M	1.23%	14
2024 Q3	$15.8M	Buy	119,828 +10,819	+10%	+$1.38M	1.07%	17
2024 Q2	$13.9M	Buy	109,009 +7,585	+7%	+$905K	0.99%	21
2024 Q1	$11.9M	Buy	101,424 +12,228	+14%	+$1.36M	0.87%	28
2023 Q4	$9.29M	Buy	+89,196	New	+$8.79M	0.73%	33

Other funds holding IUSG

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NBT Bank's IUSG Position: Q1 2026 in Review

NBT Bank increased its iShares Core S&P US Growth ETF (IUSG) stake by 74,065% in Q1 2026, buying an estimated $20.5M and bringing the position to 124,598 shares worth $19.3M. The position accounts for 1.27% of the portfolio, ranked #15.

NBT Bank first reported a position in IUSG in Q4 2023 and has held it in 10 quarters since. The position peaked at $21.8M in Q3 2025. 861 funds tracked by Wall St. Rank hold IUSG as of Q1 2026.

NBT Bank held 124,598 shares of iShares Core S&P US Growth ETF worth $19.3M as of Q1 2026.
NBT Bank bought 124,430 iShares Core S&P US Growth ETF shares in Q1 2026, an estimated $20.5M.
iShares Core S&P US Growth ETF made up 1.27% of NBT Bank's portfolio in Q1 2026, its #15 holding.
NBT Bank first reported a position in iShares Core S&P US Growth ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares Core S&P US Growth ETF position peaked at $21.8M in Q3 2025.
861 funds tracked by Wall St. Rank held iShares Core S&P US Growth ETF as of Q1 2026.

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