NB
NBT Bank’s iShares Russell Mid-Cap ETF IWR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Sell |
10,470
-10
| -0.1% | -$920 | 0.07% | 212 |
|
|
2025
Q1 | $892K | Sell |
10,480
-330
| -3% | -$28.1K | 0.06% | 216 |
|
|
2024
Q4 | $956K | Sell |
10,810
-31
| -0.3% | -$2.74K | 0.07% | 217 |
|
|
2024
Q3 | $956K | Buy |
10,841
+5
| +0% | +$441 | 0.06% | 216 |
|
|
2024
Q2 | $879K | Buy |
10,836
+8,114
| +298% | +$658K | 0.06% | 223 |
|
|
2024
Q1 | $229K | Buy |
2,722
+5
| +0.2% | +$420 | 0.02% | 357 |
|
|
2023
Q4 | $211K | Buy |
+2,717
| New | +$211K | 0.02% | 356 |
|
|
2021
Q1 | – | Sell |
-3,395
| Closed | -$233K | – | 239 |
|
|
2020
Q4 | $233K | Sell |
3,395
-770
| -18% | -$52.8K | 0.04% | 211 |
|
|
2020
Q3 | $239K | Sell |
4,165
-530
| -11% | -$30.4K | 0.04% | 204 |
|
|
2020
Q2 | $252K | Hold |
4,695
| – | – | 0.04% | 192 |
|
|
2020
Q1 | $203K | Hold |
4,695
| – | – | 0.04% | 197 |
|
|
2019
Q4 | $280K | Buy |
4,695
+1,000
| +27% | +$59.6K | 0.04% | 188 |
|
|
2019
Q3 | $207K | Hold |
3,695
| – | – | 0.04% | 189 |
|
|
2019
Q2 | $206K | Buy |
+3,695
| New | +$206K | 0.04% | 183 |
|