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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
2025
Q4 		– Sell
-1,433
Closed -$204K – 128
2025
Q3 		$204K Buy
+1,433
New +$202K 0.11% 127

Other funds holding IWP

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Bank of America
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $14.8B AUM 18.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TIAA Trust, National Association
TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

First Bancorp's IWP Position: Q4 2025 in Review

First Bancorp sold out of iShares Russell Mid-Cap Growth ETF (IWP) in Q4 2025, closing a stake of 1,433 shares — an estimated $204K sold.

First Bancorp first reported a position in IWP in Q3 2025 and held it in 1 quarter. The position peaked at $204K in Q3 2025. 1,230 funds tracked by Wall St. Rank hold IWP as of Q4 2025.

  • First Bancorp reported no remaining iShares Russell Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • First Bancorp sold 1,433 iShares Russell Mid-Cap Growth ETF shares in Q4 2025, an estimated $204K.
  • First Bancorp first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • First Bancorp's iShares Russell Mid-Cap Growth ETF position peaked at $204K in Q3 2025.
  • 1,230 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q4 2025.

Based on First Bancorp's 13F filing for Q4 2025, filed 26 Jan 2026.