NBT Bank’s iShares Russell 1000 Growth ETF IWF Stock Holding History

NBT Bank’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$890K	Buy	8,352 +2,700	+48%	+$306K	0.06%	220
2025 Q4	$510K	Buy	5,652 +20	+0.4%	+$2.37K	0.03%	268
2025 Q3	$504K	Buy	5,632 +1,324	+31%	+$147K	0.03%	271
2025 Q2	$457K	Hold	4,308	–	–	0.03%	279
2025 Q1	$389K	Sell	4,308 -120	-3%	-$11.8K	0.03%	298
2024 Q4	$445K	Hold	4,428	–	–	0.03%	284
2024 Q3	$416K	Hold	4,428	–	–	0.03%	304
2024 Q2	$404K	Buy	4,428 +28	+0.6%	+$2.39K	0.03%	298
2024 Q1	$371K	Sell	4,400 -328	-7%	-$26.4K	0.03%	308
2023 Q4	$358K	Buy	4,728 +360	+8%	+$25.5K	0.03%	299
2023 Q3	$290K	Hold	4,368	–	–	0.03%	268
2023 Q2	$300K	Hold	4,368	–	–	0.04%	212
2023 Q1	$267K	Hold	4,368	–	–	0.04%	226
2022 Q4	$234K	Sell	4,368 -20	-0.5%	-$1.1K	0.03%	228
2022 Q3	$231K	Hold	4,388	–	–	0.04%	212
2022 Q2	$240K	Hold	4,388	–	–	0.04%	214
2022 Q1	$305K	Hold	4,388	–	–	0.04%	199
2021 Q4	$335K	Hold	4,388	–	–	0.04%	200
2021 Q3	$301K	Sell	4,388 -140	-3%	-$9.9K	0.04%	206
2021 Q2	$307K	Hold	4,528	–	–	0.04%	204
2021 Q1	$275K	Hold	4,528	–	–	0.04%	204
2020 Q4	$273K	Hold	4,528	–	–	0.04%	197
2020 Q3	$246K	Hold	4,528	–	–	0.04%	201
2020 Q2	$217K	Buy	+4,528	New	+$200K	0.04%	204
2020 Q1	–	Sell	-6,208	Closed	-$273K	–	211
2019 Q4	$273K	Buy	+6,208	New	+$259K	0.04%	192

Other funds holding IWF

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

NBT Bank's IWF Position: Q1 2026 in Review

NBT Bank increased its iShares Russell 1000 Growth ETF (IWF) stake by 48% in Q1 2026, buying an estimated $306K and bringing the position to 8,352 shares worth $890K. The position accounts for 0.06% of the portfolio, ranked #220.

NBT Bank first reported a position in IWF in Q4 2019 and has held it in 25 quarters since. 2,435 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

NBT Bank held 8,352 shares of iShares Russell 1000 Growth ETF worth $890K as of Q1 2026.
NBT Bank bought 2,700 iShares Russell 1000 Growth ETF shares in Q1 2026, an estimated $306K.
iShares Russell 1000 Growth ETF made up 0.06% of NBT Bank's portfolio in Q1 2026, its #220 holding.
NBT Bank first reported a position in iShares Russell 1000 Growth ETF in Q4 2019 and has held it in 25 quarters since.
2,435 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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