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 Q2	$812K	Hold	5,545	–	–	0.05%	229
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

NBT Bank's IWP Position: Q2 2026 in Review

NBT Bank held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q2 2026 at 5,545 shares worth $812K. The position accounts for 0.05% of the portfolio, ranked #229.

NBT Bank first reported a position in IWP in Q3 2023 and has held it in 12 quarters since. 1,220 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

NBT Bank held 5,545 shares of iShares Russell Mid-Cap Growth ETF worth $812K as of Q2 2026.
NBT Bank left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.05% of NBT Bank's portfolio in Q2 2026, its #229 holding.
NBT Bank first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,220 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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