NBT Bank’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $305K | Hold |
2,308
| – | – | 0.02% | 323 |
|
|
2025
Q1 | $291K | Hold |
2,308
| – | – | 0.02% | 324 |
|
|
2024
Q4 | $299K | Buy |
2,308
+150
| +7% | +$19.4K | 0.02% | 324 |
|
|
2024
Q3 | $285K | Hold |
2,158
| – | – | 0.02% | 343 |
|
|
2024
Q2 | $261K | Hold |
2,158
| – | – | 0.02% | 347 |
|
|
2024
Q1 | $270K | Hold |
2,158
| – | – | 0.02% | 343 |
|
|
2023
Q4 | $251K | Buy |
+2,158
| New | +$251K | 0.02% | 342 |
|