First Bancorp’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

First Bancorp’s Portfolio IWP Stock Details IWP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$197K	Hold	1,433	–	–	0.08%	137
2026 Q2	$210K	Buy	+1,433	New	+$198K	0.08%	140
2025 Q4	–	Sell	-1,433	Closed	-$204K	–	128
2025 Q3	$204K	Buy	+1,433	New	+$202K	0.11%	127

Other funds holding IWP

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

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Financial Advisory Corporation Grand Rapids, Michigan $784M AUM 7.7% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

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

First Bancorp's IWP Position: Q3 2026 in Review

First Bancorp held its iShares Russell Mid-Cap Growth ETF (IWP) position steady in Q3 2026 at 1,433 shares worth $197K. The position accounts for 0.08% of the portfolio, ranked #137.

First Bancorp first reported a position in IWP in Q3 2025 and has held it in 3 quarters since. The position peaked at $210K in Q2 2026. 468 funds tracked by Wall St. Rank hold IWP as of Q3 2026.

First Bancorp held 1,433 shares of iShares Russell Mid-Cap Growth ETF worth $197K as of Q3 2026.
First Bancorp left its iShares Russell Mid-Cap Growth ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of First Bancorp's portfolio in Q3 2026, its #137 holding.
First Bancorp first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
First Bancorp's iShares Russell Mid-Cap Growth ETF position peaked at $210K in Q2 2026.
468 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q3 2026.

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