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 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 $1.66T AUM 25.57% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

NBT Bank's IYW Position: Q1 2026 in Review

NBT Bank increased its iShares US Technology ETF (IYW) stake by 191% in Q1 2026, buying an estimated $73.8K and bringing the position to 582 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #422.

NBT Bank first reported a position in IYW in Q4 2023 and has held it in 10 quarters since. The position peaked at $172K in Q4 2023. 1,174 funds tracked by Wall St. Rank hold IYW as of Q1 2026.

NBT Bank held 582 shares of iShares US Technology ETF worth $106K as of Q1 2026.
NBT Bank bought 382 iShares US Technology ETF shares in Q1 2026, an estimated $73.8K.
iShares US Technology ETF made up 0.01% of NBT Bank's portfolio in Q1 2026, its #422 holding.
NBT Bank first reported a position in iShares US Technology ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares US Technology ETF position peaked at $172K in Q4 2023.
1,174 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q1 2026.

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