NBT Bank’s iShares S&P 500 Growth ETF IVW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$970K Buy
7,051
+963
+16% +$127K 0.06% 216
2026
Q1
$689K Sell
6,088
-24
-0.4% -$2.89K 0.05% 242
2025
Q4
$761K Buy
6,112
+132
+2% +$16.2K 0.05% 229
2025
Q3
$730K Sell
5,980
-1,563
-21% -$180K 0.05% 236
2025
Q2
$830K Sell
7,543
-730
-9% -$72.3K 0.06% 220
2025
Q1
$768K Sell
8,273
-205
-2% -$20.7K 0.06% 227
2024
Q4
$861K Sell
8,478
-278
-3% -$27.7K 0.06% 221
2024
Q3
$838K Sell
8,756
-105
-1% -$9.69K 0.06% 230
2024
Q2
$820K Buy
8,861
+163
+2% +$14.1K 0.06% 230
2024
Q1
$734K Buy
8,698
+1,515
+21% +$122K 0.05% 231
2023
Q4
$539K Buy
7,183
+68
+1% +$4.84K 0.04% 258
2023
Q3
$487K Hold
7,115
0.05% 220
2023
Q2
$501K Sell
7,115
-135
-2% -$8.92K 0.07% 176
2023
Q1
$463K Sell
7,250
-150
-2% -$9.17K 0.07% 176
2022
Q4
$433K Buy
+7,400
New +$444K 0.06% 185

Other funds holding IVW

NBT Bank's IVW Position: Q2 2026 in Review

NBT Bank increased its iShares S&P 500 Growth ETF (IVW) stake by 16% in Q2 2026, buying an estimated $127K and bringing the position to 7,051 shares worth $970K. The position accounts for 0.06% of the portfolio, ranked #216.

NBT Bank first reported a position in IVW in Q4 2022 and has held it in 15 quarters since. 2,136 funds tracked by Wall St. Rank hold IVW as of Q2 2026.

  • NBT Bank held 7,051 shares of iShares S&P 500 Growth ETF worth $970K as of Q2 2026.
  • NBT Bank bought 963 iShares S&P 500 Growth ETF shares in Q2 2026, an estimated $127K.
  • iShares S&P 500 Growth ETF made up 0.06% of NBT Bank's portfolio in Q2 2026, its #216 holding.
  • NBT Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 2,136 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2026.

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