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

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

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $4.69B AUM 20.56% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

First Bancorp's IWO Position: Q1 2026 in Review

First Bancorp reduced its iShares Russell 2000 Growth ETF (IWO) stake by 4.6% in Q1 2026, selling an estimated $49.9K and leaving 3,110 shares worth $976K. The position accounts for 0.49% of the portfolio, ranked #46.

First Bancorp first reported a position in IWO in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.05M in Q4 2025. 1,021 funds tracked by Wall St. Rank hold IWO as of Q1 2026.

First Bancorp held 3,110 shares of iShares Russell 2000 Growth ETF worth $976K as of Q1 2026.
First Bancorp sold 150 iShares Russell 2000 Growth ETF shares in Q1 2026, an estimated $49.9K.
iShares Russell 2000 Growth ETF made up 0.49% of First Bancorp's portfolio in Q1 2026, its #46 holding.
First Bancorp first reported a position in iShares Russell 2000 Growth ETF in Q2 2022 and has held it in 16 quarters since.
First Bancorp's iShares Russell 2000 Growth ETF position peaked at $1.05M in Q4 2025.
1,021 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q1 2026.

Based on First Bancorp's 13F filing for Q1 2026, filed 20 Apr 2026.