NB
IVW icon

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

NBT Bank’s Portfolio IVW Stock Details IVW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

NBT Bank's IVW Position: Q1 2026 in Review

NBT Bank reduced its iShares S&P 500 Growth ETF (IVW) stake by 0.39% in Q1 2026, selling an estimated $2.89K and leaving 6,088 shares worth $689K. The position accounts for 0.05% of the portfolio, ranked #242.

NBT Bank first reported a position in IVW in Q4 2022 and has held it in 14 quarters since. The position peaked at $861K in Q4 2024. 2,040 funds tracked by Wall St. Rank hold IVW as of Q1 2026.

  • NBT Bank held 6,088 shares of iShares S&P 500 Growth ETF worth $689K as of Q1 2026.
  • NBT Bank sold 24 iShares S&P 500 Growth ETF shares in Q1 2026, an estimated $2.89K.
  • iShares S&P 500 Growth ETF made up 0.05% of NBT Bank's portfolio in Q1 2026, its #242 holding.
  • NBT Bank first reported a position in iShares S&P 500 Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • NBT Bank's iShares S&P 500 Growth ETF position peaked at $861K in Q4 2024.
  • 2,040 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q1 2026.

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