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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

NBT Bank's IWO Position: Q1 2026 in Review

NBT Bank increased its iShares Russell 2000 Growth ETF (IWO) stake by 4.4% in Q1 2026, buying an estimated $54.9K and bringing the position to 3,882 shares worth $1.22M. The position accounts for 0.08% of the portfolio, ranked #192.

NBT Bank first reported a position in IWO in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.31M in Q3 2024. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

NBT Bank held 3,882 shares of iShares Russell 2000 Growth ETF worth $1.22M as of Q1 2026.
NBT Bank bought 165 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $54.9K.
iShares Russell 2000 Growth ETF made up 0.08% of NBT Bank's portfolio in Q1 2026, its #192 holding.
NBT Bank first reported a position in iShares Russell 2000 Growth ETF in Q3 2023 and has held it in 11 quarters since.
NBT Bank's iShares Russell 2000 Growth ETF position peaked at $1.31M in Q3 2024.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

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