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
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 $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

First Bancorp's IWM Position: Q2 2022 in Review

First Bancorp sold out of iShares Russell 2000 ETF (IWM) in Q2 2022, closing a stake of 1,389 shares — an estimated $285K sold.

First Bancorp first reported a position in IWM in Q1 2021 and held it in 4 quarters. The position peaked at $334K in Q1 2021. 1,857 funds tracked by Wall St. Rank hold IWM as of Q2 2022.

First Bancorp reported no remaining iShares Russell 2000 ETF position as of Q2 2022 after selling out during the quarter.
First Bancorp sold 1,389 iShares Russell 2000 ETF shares in Q2 2022, an estimated $285K.
First Bancorp first reported a position in iShares Russell 2000 ETF in Q1 2021 and held it in 4 quarters.
First Bancorp's iShares Russell 2000 ETF position peaked at $334K in Q1 2021.
1,857 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2022.

Based on First Bancorp's 13F filing for Q2 2022, filed 14 Jul 2022.