First Bancorp’s iShares Russell 2000 ETF IWM Stock Holding History

First Bancorp’s Portfolio IWM Stock Details IWM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$247K	Buy	+823	New	+$231K	0.1%	126
2022 Q2	–	Sell	-1,389	Closed	-$285K	–	111
2022 Q1	$285K	Sell	1,389 -55	-4%	-$11.2K	0.26%	81
2021 Q4	$321K	Hold	1,444	–	–	0.28%	72
2021 Q3	$316K	Buy	+1,444	New	+$320K	0.3%	71
2021 Q1	$334K	Buy	+1,513	New	+$330K	0.33%	66

Other funds holding IWM

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

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

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Bancorp's IWM Position: Q2 2026 in Review

First Bancorp opened a new position in iShares Russell 2000 ETF (IWM) in Q2 2026: 823 shares worth $247K. The stake represents 0.1% of the portfolio and ranks #126 among its holdings. This is a return to the name: First Bancorp previously reported a position in IWM as recently as Q1 2022.

First Bancorp first reported a position in IWM in Q1 2021 and has held it in 5 quarters since. The position peaked at $334K in Q1 2021. 2,734 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

First Bancorp held 823 shares of iShares Russell 2000 ETF worth $247K as of Q2 2026.
iShares Russell 2000 ETF was a new First Bancorp position in Q2 2026.
iShares Russell 2000 ETF made up 0.1% of First Bancorp's portfolio in Q2 2026, its #126 holding.
First Bancorp first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 5 quarters since.
First Bancorp's iShares Russell 2000 ETF position peaked at $334K in Q1 2021.
2,734 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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