NBT Bank’s iShares Russell 1000 ETF IWB Stock Holding History

NBT Bank’s Portfolio IWB Stock Details IWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$333K	Hold	935	–	–	0.02%	318
2025 Q4	$349K	Hold	935	–	–	0.02%	310
2025 Q3	$342K	Hold	935	–	–	0.02%	316
2025 Q2	$317K	Hold	935	–	–	0.02%	316
2025 Q1	$287K	Hold	935	–	–	0.02%	327
2024 Q4	$301K	Sell	935 -2	-0.2%	-$648	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%	-$274	0.02%	344
2023 Q4	$246K	Buy	938 +3	+0.3%	+$735	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	+$206K	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	+$205K	0.03%	228

Other funds holding IWB

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

NBT Bank's IWB Position: Q1 2026 in Review

NBT Bank held its iShares Russell 1000 ETF (IWB) position steady in Q1 2026 at 935 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #318.

NBT Bank first reported a position in IWB in Q1 2021 and has held it in 18 quarters since. The position peaked at $349K in Q4 2025. 1,466 funds tracked by Wall St. Rank hold IWB as of Q1 2026.

NBT Bank held 935 shares of iShares Russell 1000 ETF worth $333K as of Q1 2026.
NBT Bank left its iShares Russell 1000 ETF share count unchanged in Q1 2026.
iShares Russell 1000 ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #318 holding.
NBT Bank first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 18 quarters since.
NBT Bank's iShares Russell 1000 ETF position peaked at $349K in Q4 2025.
1,466 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q1 2026.

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