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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

NBT Bank's IWS Position: Q1 2026 in Review

NBT Bank held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q1 2026 at 2,308 shares worth $336K. The position accounts for 0.02% of the portfolio, ranked #315.

NBT Bank first reported a position in IWS in Q4 2023 and has held it in 10 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.

  • NBT Bank held 2,308 shares of iShares Russell Mid-Cap Value ETF worth $336K as of Q1 2026.
  • NBT Bank left its iShares Russell Mid-Cap Value ETF share count unchanged in Q1 2026.
  • iShares Russell Mid-Cap Value ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #315 holding.
  • NBT Bank first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
  • 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.

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