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NBT Bank’s iShares Russell 2000 Value ETF IWN Stock Holding History

NBT Bank’s Portfolio IWN Stock Details IWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$467K Buy
2,462
+1,207
+96% +$234K 0.03% 279
2025
Q4 		$227K Hold
1,255
– – 0.01% 359
2025
Q3 		$222K Sell
1,255
-95
-7% -$16K 0.01% 363
2025
Q2 		$213K Hold
1,350
– – 0.01% 365
2025
Q1 		$204K Sell
1,350
-30
-2% -$4.85K 0.01% 365
2024
Q4 		$227K Sell
1,380
-1,497
-52% -$255K 0.02% 357
2024
Q3 		$480K Sell
2,877
-265
-8% -$43K 0.03% 286
2024
Q2 		$479K Hold
3,142
– – 0.03% 281
2024
Q1 		$499K Sell
3,142
-70
-2% -$10.6K 0.04% 276
2023
Q4 		$499K Buy
3,212
+830
+35% +$115K 0.04% 266
2023
Q3 		$323K Hold
2,382
– – 0.03% 256
2023
Q2 		$335K Buy
2,382
+265
+13% +$35.8K 0.05% 202
2023
Q1 		$290K Sell
2,117
-20
-0.9% -$2.9K 0.04% 216
2022
Q4 		$296K Hold
2,137
– – 0.04% 210
2022
Q3 		$276K Hold
2,137
– – 0.05% 199
2022
Q2 		$291K Hold
2,137
– – 0.04% 199
2022
Q1 		$345K Hold
2,137
– – 0.05% 191
2021
Q4 		$355K Buy
2,137
+185
+9% +$30.8K 0.05% 195
2021
Q3 		$313K Hold
1,952
– – 0.04% 201
2021
Q2 		$324K Hold
1,952
– – 0.04% 198
2021
Q1 		$311K Buy
1,952
+430
+28% +$65K 0.04% 192
2020
Q4 		$201K Buy
+1,522
New +$180K 0.03% 224

Other funds holding IWN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

NBT Bank's IWN Position: Q1 2026 in Review

NBT Bank increased its iShares Russell 2000 Value ETF (IWN) stake by 96% in Q1 2026, buying an estimated $234K and bringing the position to 2,462 shares worth $467K. The position accounts for 0.03% of the portfolio, ranked #279.

NBT Bank first reported a position in IWN in Q4 2020 and has held it in 22 quarters since. The position peaked at $499K in Q1 2024. 1,029 funds tracked by Wall St. Rank hold IWN as of Q1 2026.

  • NBT Bank held 2,462 shares of iShares Russell 2000 Value ETF worth $467K as of Q1 2026.
  • NBT Bank bought 1,207 iShares Russell 2000 Value ETF shares in Q1 2026, an estimated $234K.
  • iShares Russell 2000 Value ETF made up 0.03% of NBT Bank's portfolio in Q1 2026, its #279 holding.
  • NBT Bank first reported a position in iShares Russell 2000 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • NBT Bank's iShares Russell 2000 Value ETF position peaked at $499K in Q1 2024.
  • 1,029 funds tracked by Wall St. Rank held iShares Russell 2000 Value ETF as of Q1 2026.

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