NBT Bank’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

NBT Bank’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$710K	Buy	5,545 +136	+3%	+$18.4K	0.05%	238
2025 Q4	$741K	Hold	5,409	–	–	0.05%	234
2025 Q3	$770K	Hold	5,409	–	–	0.05%	228
2025 Q2	$750K	Sell	5,409 -738	-12%	-$93.4K	0.05%	231
2025 Q1	$722K	Hold	6,147	–	–	0.05%	234
2024 Q4	$779K	Hold	6,147	–	–	0.05%	233
2024 Q3	$721K	Hold	6,147	–	–	0.05%	243
2024 Q2	$678K	Hold	6,147	–	–	0.05%	247
2024 Q1	$702K	Hold	6,147	–	–	0.05%	236
2023 Q4	$642K	Buy	6,147 +520	+9%	+$49.3K	0.05%	240
2023 Q3	$514K	Buy	+5,627	New	+$538K	0.05%	216

Other funds holding IWP

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

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

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

FCAS

First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

NBT Bank's IWP Position: Q1 2026 in Review

NBT Bank increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 2.5% in Q1 2026, buying an estimated $18.4K and bringing the position to 5,545 shares worth $710K. The position accounts for 0.05% of the portfolio, ranked #238.

NBT Bank first reported a position in IWP in Q3 2023 and has held it in 11 quarters since. The position peaked at $779K in Q4 2024. 1,173 funds tracked by Wall St. Rank hold IWP as of Q1 2026.

NBT Bank held 5,545 shares of iShares Russell Mid-Cap Growth ETF worth $710K as of Q1 2026.
NBT Bank bought 136 iShares Russell Mid-Cap Growth ETF shares in Q1 2026, an estimated $18.4K.
iShares Russell Mid-Cap Growth ETF made up 0.05% of NBT Bank's portfolio in Q1 2026, its #238 holding.
NBT Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
NBT Bank's iShares Russell Mid-Cap Growth ETF position peaked at $779K in Q4 2024.
1,173 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q1 2026.

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