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

NBT Bank’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	10,670 +170	+2%	+$17K	0.07%	205
2025 Q4	$1.01M	Buy	10,500 +25	+0.2%	+$2.4K	0.07%	206
2025 Q3	$1.01M	Buy	10,475 +5	+0%	+$474	0.07%	208
2025 Q2	$963K	Sell	10,470 -10	-0.1%	-$864	0.07%	212
2025 Q1	$892K	Sell	10,480 -330	-3%	-$29.4K	0.06%	216
2024 Q4	$956K	Sell	10,810 -31	-0.3%	-$2.81K	0.07%	217
2024 Q3	$956K	Buy	10,841 +5	+0%	+$421	0.06%	216
2024 Q2	$879K	Buy	10,836 +8,114	+298%	+$660K	0.06%	223
2024 Q1	$229K	Buy	2,722 +5	+0.2%	+$396	0.02%	357
2023 Q4	$211K	Buy	+2,717	New	+$193K	0.02%	356
2021 Q1	–	Sell	-3,395	Closed	-$233K	–	239
2020 Q4	$233K	Sell	3,395 -770	-18%	-$49K	0.04%	211
2020 Q3	$239K	Sell	4,165 -530	-11%	-$30.2K	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%	+$57.4K	0.04%	188
2019 Q3	$207K	Hold	3,695	–	–	0.04%	189
2019 Q2	$206K	Buy	+3,695	New	+$203K	0.04%	183

Other funds holding IWR

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

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

NBT Bank's IWR Position: Q1 2026 in Review

NBT Bank increased its iShares Russell Mid-Cap ETF (IWR) stake by 1.6% in Q1 2026, buying an estimated $17K and bringing the position to 10,670 shares worth $1.04M. The position accounts for 0.07% of the portfolio, ranked #205.

NBT Bank first reported a position in IWR in Q2 2019 and has held it in 17 quarters since. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

NBT Bank held 10,670 shares of iShares Russell Mid-Cap ETF worth $1.04M as of Q1 2026.
NBT Bank bought 170 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $17K.
iShares Russell Mid-Cap ETF made up 0.07% of NBT Bank's portfolio in Q1 2026, its #205 holding.
NBT Bank first reported a position in iShares Russell Mid-Cap ETF in Q2 2019 and has held it in 17 quarters since.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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