First Bancorp’s iShares Russell 2000 Growth ETF IWO Stock Holding History

First Bancorp’s Portfolio IWO Stock Details IWO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.11M	Hold	3,110	–	–	0.45%	41
2026 Q2	$1.23M	Hold	3,110	–	–	0.48%	43
2026 Q1	$976K	Sell	3,110 -150	-5%	-$49.9K	0.49%	46
2025 Q4	$1.05M	Hold	3,260	–	–	0.56%	43
2025 Q3	$1.04M	Hold	3,260	–	–	0.56%	43
2025 Q2	$932K	Buy	3,260 +1,000	+44%	+$263K	0.54%	43
2025 Q1	$577K	Hold	2,260	–	–	0.38%	62
2024 Q4	$650K	Hold	2,260	–	–	0.45%	50
2024 Q3	$642K	Hold	2,260	–	–	0.45%	54
2024 Q2	$593K	Hold	2,260	–	–	0.44%	53
2024 Q1	$612K	Hold	2,260	–	–	0.46%	49
2023 Q4	$570K	Hold	2,260	–	–	0.45%	46
2023 Q3	$507K	Hold	2,260	–	–	0.44%	51
2023 Q2	$548K	Hold	2,260	–	–	0.45%	51
2023 Q1	$513K	Sell	2,260 -190	-8%	-$43.5K	0.44%	53
2022 Q4	$526K	Hold	2,450	–	–	0.44%	53
2022 Q3	$506K	Hold	2,450	–	–	0.46%	50
2022 Q2	$505K	Buy	+2,450	New	+$546K	0.48%	46

Other funds holding IWO

Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Vaughan & Co Securities Ridgewood, New Jersey $213M AUM 17.09% 1-Year Est. Return

First Bancorp's IWO Position: Q3 2026 in Review

First Bancorp held its iShares Russell 2000 Growth ETF (IWO) position steady in Q3 2026 at 3,110 shares worth $1.11M. The position accounts for 0.45% of the portfolio, ranked #41.

First Bancorp first reported a position in IWO in Q2 2022 and has held it in 18 quarters since. The position peaked at $1.23M in Q2 2026. 402 funds tracked by Wall St. Rank hold IWO as of Q3 2026.

First Bancorp held 3,110 shares of iShares Russell 2000 Growth ETF worth $1.11M as of Q3 2026.
First Bancorp left its iShares Russell 2000 Growth ETF share count unchanged in Q3 2026.
iShares Russell 2000 Growth ETF made up 0.45% of First Bancorp's portfolio in Q3 2026, its #41 holding.
First Bancorp first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 18 quarters since.
First Bancorp's iShares Russell 2000 Growth ETF position peaked at $1.23M in Q2 2026.
402 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q3 2026.

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