NB
IWO icon

NBT Bank’s iShares Russell 2000 Growth ETF IWO Stock Holding History

NBT Bank’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64M Buy
4,162
+280
+7% +$102K 0.11% 153
2026
Q1 		$1.22M Buy
3,882
+165
+4% +$54.9K 0.08% 192
2025
Q4 		$1.2M Buy
3,717
+12
+0.3% +$3.9K 0.08% 189
2025
Q3 		$1.19M Sell
3,705
-40
-1% -$12.1K 0.08% 193
2025
Q2 		$1.07M Sell
3,745
-136
-4% -$35.8K 0.07% 202
2025
Q1 		$992K Sell
3,881
-621
-14% -$175K 0.07% 207
2024
Q4 		$1.3M Sell
4,502
-100
-2% -$29.6K 0.09% 188
2024
Q3 		$1.31M Buy
4,602
+225
+5% +$61.6K 0.09% 194
2024
Q2 		$1.15M Buy
4,377
+716
+20% +$186K 0.08% 197
2024
Q1 		$991K Buy
3,661
+104
+3% +$26.6K 0.07% 201
2023
Q4 		$897K Buy
3,557
+1,419
+66% +$320K 0.07% 208
2023
Q3 		$479K Buy
+2,138
New +$512K 0.05% 223

Other funds holding IWO

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
B
Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

NBT Bank's IWO Position: Q2 2026 in Review

NBT Bank increased its iShares Russell 2000 Growth ETF (IWO) stake by 7.2% in Q2 2026, buying an estimated $102K and bringing the position to 4,162 shares worth $1.64M. The position accounts for 0.11% of the portfolio, ranked #153.

NBT Bank first reported a position in IWO in Q3 2023 and has held it in 12 quarters since. 1,106 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • NBT Bank held 4,162 shares of iShares Russell 2000 Growth ETF worth $1.64M as of Q2 2026.
  • NBT Bank bought 280 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $102K.
  • iShares Russell 2000 Growth ETF made up 0.11% of NBT Bank's portfolio in Q2 2026, its #153 holding.
  • NBT Bank first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,106 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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