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 Q3	$229K	Hold	823	–	–	0.09%	127
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

MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return

Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Bancorp's IWM Position: Q3 2026 in Review

First Bancorp held its iShares Russell 2000 ETF (IWM) position steady in Q3 2026 at 823 shares worth $229K. The position accounts for 0.09% of the portfolio, ranked #127.

First Bancorp first reported a position in IWM in Q1 2021 and has held it in 6 quarters since. The position peaked at $334K in Q1 2021. 1,109 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

First Bancorp held 823 shares of iShares Russell 2000 ETF worth $229K as of Q3 2026.
First Bancorp left its iShares Russell 2000 ETF share count unchanged in Q3 2026.
iShares Russell 2000 ETF made up 0.09% of First Bancorp's portfolio in Q3 2026, its #127 holding.
First Bancorp first reported a position in iShares Russell 2000 ETF in Q1 2021 and has held it in 6 quarters since.
First Bancorp's iShares Russell 2000 ETF position peaked at $334K in Q1 2021.
1,109 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on First Bancorp's 13F filing for Q3 2026, filed 26 Oct 2026.