NBT Bank’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $317K | Hold |
935
| – | – | 0.02% | 316 |
|
|
2025
Q1 | $287K | Hold |
935
| – | – | 0.02% | 327 |
|
|
2024
Q4 | $301K | Sell |
935
-2
| -0.2% | -$644 | 0.02% | 322 |
|
|
2024
Q3 | $295K | Hold |
937
| – | – | 0.02% | 339 |
|
|
2024
Q2 | $279K | Hold |
937
| – | – | 0.02% | 339 |
|
|
2024
Q1 | $270K | Sell |
937
-1
| -0.1% | -$288 | 0.02% | 344 |
|
|
2023
Q4 | $246K | Buy |
938
+3
| +0.3% | +$787 | 0.02% | 343 |
|
|
2023
Q3 | $220K | Hold |
935
| – | – | 0.02% | 297 |
|
|
2023
Q2 | $228K | Hold |
935
| – | – | 0.03% | 242 |
|
|
2023
Q1 | $211K | Buy |
+935
| New | +$211K | 0.03% | 243 |
|
|
2022
Q2 | – | Sell |
-935
| Closed | -$234K | – | 229 |
|
|
2022
Q1 | $234K | Hold |
935
| – | – | 0.03% | 223 |
|
|
2021
Q4 | $247K | Hold |
935
| – | – | 0.03% | 226 |
|
|
2021
Q3 | $226K | Hold |
935
| – | – | 0.03% | 228 |
|
|
2021
Q2 | $226K | Hold |
935
| – | – | 0.03% | 227 |
|
|
2021
Q1 | $209K | Buy |
+935
| New | +$209K | 0.03% | 228 |
|