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 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

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

Barings Charlotte, North Carolina $5.64B AUM 18.33% 1-Year Est. Return

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

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

First Bancorp's IWO Position: Q2 2026 in Review

First Bancorp held its iShares Russell 2000 Growth ETF (IWO) position steady in Q2 2026 at 3,110 shares worth $1.23M. The position accounts for 0.48% of the portfolio, ranked #43.

First Bancorp first reported a position in IWO in Q2 2022 and has held it in 17 quarters since. 1,105 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

First Bancorp held 3,110 shares of iShares Russell 2000 Growth ETF worth $1.23M as of Q2 2026.
First Bancorp left its iShares Russell 2000 Growth ETF share count unchanged in Q2 2026.
iShares Russell 2000 Growth ETF made up 0.48% of First Bancorp's portfolio in Q2 2026, its #43 holding.
First Bancorp first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,105 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

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