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

NBT Bank’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$389K	Buy	2,362 +54	+2%	+$8.52K	0.03%	290
2026 Q1	$336K	Hold	2,308	–	–	0.02%	315
2025 Q4	$326K	Hold	2,308	–	–	0.02%	317
2025 Q3	$322K	Hold	2,308	–	–	0.02%	319
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%	+$20.1K	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	+$230K	0.02%	342

Other funds holding IWS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

NBT Bank's IWS Position: Q2 2026 in Review

NBT Bank increased its iShares Russell Mid-Cap Value ETF (IWS) stake by 2.3% in Q2 2026, buying an estimated $8.52K and bringing the position to 2,362 shares worth $389K. The position accounts for 0.03% of the portfolio, ranked #290.

NBT Bank first reported a position in IWS in Q4 2023 and has held it in 11 quarters since. 1,048 funds tracked by Wall St. Rank hold IWS as of Q2 2026.

NBT Bank held 2,362 shares of iShares Russell Mid-Cap Value ETF worth $389K as of Q2 2026.
NBT Bank bought 54 iShares Russell Mid-Cap Value ETF shares in Q2 2026, an estimated $8.52K.
iShares Russell Mid-Cap Value ETF made up 0.03% of NBT Bank's portfolio in Q2 2026, its #290 holding.
NBT Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
1,048 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q2 2026.

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