NBT Bank’s iShares Russell Top 200 Growth ETF IWY Stock Holding History

NBT Bank’s Portfolio IWY Stock Details IWY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$381K	Hold	1,530	–	–	0.02%	303
2025 Q4	$424K	Hold	1,530	–	–	0.03%	289
2025 Q3	$419K	Hold	1,530	–	–	0.03%	293
2025 Q2	$377K	Hold	1,530	–	–	0.03%	302
2025 Q1	$323K	Hold	1,530	–	–	0.02%	316
2024 Q4	$360K	Hold	1,530	–	–	0.03%	304
2024 Q3	$337K	Hold	1,530	–	–	0.02%	323
2024 Q2	$328K	Sell	1,530 -200	-12%	-$39.9K	0.02%	321
2024 Q1	$338K	Hold	1,730	–	–	0.02%	317
2023 Q4	$303K	Hold	1,730	–	–	0.02%	319
2023 Q3	$266K	Hold	1,730	–	–	0.03%	276
2023 Q2	$274K	Hold	1,730	–	–	0.04%	227
2023 Q1	$240K	Hold	1,730	–	–	0.04%	232
2022 Q4	$209K	Hold	1,730	–	–	0.03%	240
2022 Q3	$207K	Hold	1,730	–	–	0.03%	221
2022 Q2	$217K	Hold	1,730	–	–	0.03%	224
2022 Q1	$275K	Hold	1,730	–	–	0.04%	210
2021 Q4	$300K	Hold	1,730	–	–	0.04%	209
2021 Q3	$264K	Sell	1,730 -60	-3%	-$9.47K	0.04%	216
2021 Q2	$270K	Hold	1,790	–	–	0.04%	214
2021 Q1	$241K	Sell	1,790 -300	-14%	-$40.2K	0.03%	214
2020 Q4	$278K	Hold	2,090	–	–	0.04%	195
2020 Q3	$254K	Hold	2,090	–	–	0.04%	197
2020 Q2	$223K	Buy	+2,090	New	+$205K	0.04%	202
2020 Q1	–	Sell	-2,560	Closed	-$247K	–	212
2019 Q4	$247K	Buy	+2,560	New	+$234K	0.04%	201

Other funds holding IWY

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

NBT Bank's IWY Position: Q1 2026 in Review

NBT Bank held its iShares Russell Top 200 Growth ETF (IWY) position steady in Q1 2026 at 1,530 shares worth $381K. The position accounts for 0.02% of the portfolio, ranked #303.

NBT Bank first reported a position in IWY in Q4 2019 and has held it in 25 quarters since. The position peaked at $424K in Q4 2025. 638 funds tracked by Wall St. Rank hold IWY as of Q1 2026.

NBT Bank held 1,530 shares of iShares Russell Top 200 Growth ETF worth $381K as of Q1 2026.
NBT Bank left its iShares Russell Top 200 Growth ETF share count unchanged in Q1 2026.
iShares Russell Top 200 Growth ETF made up 0.02% of NBT Bank's portfolio in Q1 2026, its #303 holding.
NBT Bank first reported a position in iShares Russell Top 200 Growth ETF in Q4 2019 and has held it in 25 quarters since.
NBT Bank's iShares Russell Top 200 Growth ETF position peaked at $424K in Q4 2025.
638 funds tracked by Wall St. Rank held iShares Russell Top 200 Growth ETF as of Q1 2026.

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