NBT Bank’s iShares Russell 1000 ETF IWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $342K | Hold |
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|
2025
Q2 | $317K | Hold |
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|
2025
Q1 | $287K | Hold |
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|
2024
Q4 | $301K | Sell |
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|
2024
Q3 | $295K | Hold |
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|
2024
Q2 | $279K | Hold |
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|
2024
Q1 | $270K | Sell |
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|
2023
Q4 | $246K | Buy |
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|
2023
Q3 | $220K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $234K | Hold |
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|
2021
Q4 | $247K | Hold |
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|
2021
Q3 | $226K | Hold |
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|
2021
Q2 | $226K | Hold |
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|
2021
Q1 | $209K | Buy |
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