NBT Bank’s iShares US Technology ETF IYW Stock Holding History

NBT Bank’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.08K	Sell	36 -546	-94%	-$125K	﹤0.01%	724
2026 Q1	$106K	Buy	582 +382	+191%	+$73.8K	0.01%	422
2025 Q4	$116K	Buy	200 +4	+2%	+$800	0.01%	407
2025 Q3	$115K	Sell	196 -392	-67%	-$71.7K	0.01%	405
2025 Q2	$102K	Hold	588	–	–	0.01%	423
2025 Q1	$82.6K	Hold	588	–	–	0.01%	439
2024 Q4	$93.8K	Sell	588 -96	-14%	-$15.2K	0.01%	429
2024 Q3	$104K	Hold	684	–	–	0.01%	430
2024 Q2	$103K	Sell	684 -113	-14%	-$15.6K	0.01%	381
2024 Q1	$108K	Sell	797 -602	-43%	-$78.4K	0.01%	380
2023 Q4	$172K	Buy	+1,399	New	+$158K	0.01%	369

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

NBT Bank's IYW Position: Q2 2026 in Review

NBT Bank reduced its iShares US Technology ETF (IYW) stake by 94% in Q2 2026, selling an estimated $125K and leaving 36 shares worth $9.08K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

NBT Bank first reported a position in IYW in Q4 2023 and has held it in 11 quarters since. The position peaked at $172K in Q4 2023. 1,300 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

NBT Bank held 36 shares of iShares US Technology ETF worth $9.08K as of Q2 2026.
NBT Bank sold 546 iShares US Technology ETF shares in Q2 2026, an estimated $125K.
iShares US Technology ETF made up ﹤0.01% of NBT Bank's portfolio in Q2 2026, its #724 holding.
NBT Bank first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 11 quarters since.
NBT Bank's iShares US Technology ETF position peaked at $172K in Q4 2023.
1,300 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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