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 Q2	$356K	Sell	870 -65	-7%	-$25.8K	0.02%	304
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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NBT Bank's IWB Position: Q2 2026 in Review

NBT Bank reduced its iShares Russell 1000 ETF (IWB) stake by 7% in Q2 2026, selling an estimated $25.8K and leaving 870 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #304.

NBT Bank first reported a position in IWB in Q1 2021 and has held it in 19 quarters since. 1,554 funds tracked by Wall St. Rank hold IWB as of Q2 2026.

NBT Bank held 870 shares of iShares Russell 1000 ETF worth $356K as of Q2 2026.
NBT Bank sold 65 iShares Russell 1000 ETF shares in Q2 2026, an estimated $25.8K.
iShares Russell 1000 ETF made up 0.02% of NBT Bank's portfolio in Q2 2026, its #304 holding.
NBT Bank first reported a position in iShares Russell 1000 ETF in Q1 2021 and has held it in 19 quarters since.
1,554 funds tracked by Wall St. Rank held iShares Russell 1000 ETF as of Q2 2026.

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