First Bancorp’s iShares Russell 1000 Growth ETF IWF Stock Holding History

First Bancorp’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$339K	Sell	2,734 -494	-15%	-$59.6K	0.13%	106
2026 Q1	$344K	Sell	3,228 -304	-9%	-$34.5K	0.17%	98
2025 Q4	$418K	Buy	3,532 +232	+7%	+$27.5K	0.22%	88
2025 Q3	$386K	Hold	3,300	–	–	0.21%	90
2025 Q2	$350K	Buy	3,300 +40	+1%	+$3.83K	0.2%	95
2025 Q1	$294K	Hold	3,260	–	–	0.19%	101
2024 Q4	$327K	Hold	3,260	–	–	0.22%	98
2024 Q3	$306K	Buy	+3,260	New	+$296K	0.21%	98

Other funds holding IWF

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 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

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

First Bancorp's IWF Position: Q2 2026 in Review

First Bancorp reduced its iShares Russell 1000 Growth ETF (IWF) stake by 15% in Q2 2026, selling an estimated $59.6K and leaving 2,734 shares worth $339K. The position accounts for 0.13% of the portfolio, ranked #106.

First Bancorp first reported a position in IWF in Q3 2024 and has held it in 8 quarters since. The position peaked at $418K in Q4 2025. 2,511 funds tracked by Wall St. Rank hold IWF as of Q2 2026.

First Bancorp held 2,734 shares of iShares Russell 1000 Growth ETF worth $339K as of Q2 2026.
First Bancorp sold 494 iShares Russell 1000 Growth ETF shares in Q2 2026, an estimated $59.6K.
iShares Russell 1000 Growth ETF made up 0.13% of First Bancorp's portfolio in Q2 2026, its #106 holding.
First Bancorp first reported a position in iShares Russell 1000 Growth ETF in Q3 2024 and has held it in 8 quarters since.
First Bancorp's iShares Russell 1000 Growth ETF position peaked at $418K in Q4 2025.
2,511 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q2 2026.

Based on First Bancorp's 13F filing for Q2 2026, filed 11 Aug 2026.