NBT Bank’s iShares Russell 1000 Value ETF IWD Stock Holding History

NBT Bank’s Portfolio IWD Stock Details IWD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$333K	Hold	1,375	–	–	0.02%	313
2026 Q1	$294K	Hold	1,375	–	–	0.02%	332
2025 Q4	$289K	Hold	1,375	–	–	0.02%	331
2025 Q3	$280K	Hold	1,375	–	–	0.02%	339
2025 Q2	$267K	Hold	1,375	–	–	0.02%	339
2025 Q1	$259K	Hold	1,375	–	–	0.02%	334
2024 Q4	$255K	Hold	1,375	–	–	0.02%	342
2024 Q3	$261K	Hold	1,375	–	–	0.02%	353
2024 Q2	$240K	Hold	1,375	–	–	0.02%	355
2024 Q1	$246K	Hold	1,375	–	–	0.02%	350
2023 Q4	$227K	Hold	1,375	–	–	0.02%	352
2023 Q3	$209K	Hold	1,375	–	–	0.02%	305
2023 Q2	$217K	Hold	1,375	–	–	0.03%	247
2023 Q1	$209K	Hold	1,375	–	–	0.03%	245
2022 Q4	$209K	Buy	+1,375	New	+$206K	0.03%	239
2022 Q2	–	Sell	-1,375	Closed	-$228K	–	230
2022 Q1	$228K	Hold	1,375	–	–	0.03%	226
2021 Q4	$231K	Hold	1,375	–	–	0.03%	231
2021 Q3	$215K	Hold	1,375	–	–	0.03%	231
2021 Q2	$218K	Hold	1,375	–	–	0.03%	230
2021 Q1	$208K	Buy	+1,375	New	+$199K	0.03%	229

Other funds holding IWD

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

NBT Bank's IWD Position: Q2 2026 in Review

NBT Bank held its iShares Russell 1000 Value ETF (IWD) position steady in Q2 2026 at 1,375 shares worth $333K. The position accounts for 0.02% of the portfolio, ranked #313.

NBT Bank first reported a position in IWD in Q1 2021 and has held it in 20 quarters since. 1,980 funds tracked by Wall St. Rank hold IWD as of Q2 2026.

NBT Bank held 1,375 shares of iShares Russell 1000 Value ETF worth $333K as of Q2 2026.
NBT Bank left its iShares Russell 1000 Value ETF share count unchanged in Q2 2026.
iShares Russell 1000 Value ETF made up 0.02% of NBT Bank's portfolio in Q2 2026, its #313 holding.
NBT Bank first reported a position in iShares Russell 1000 Value ETF in Q1 2021 and has held it in 20 quarters since.
1,980 funds tracked by Wall St. Rank held iShares Russell 1000 Value ETF as of Q2 2026.

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