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 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

First Bancorp's IWP Position: Q2 2026 in Review

First Bancorp opened a new position in iShares Russell Mid-Cap Growth ETF (IWP) in Q2 2026: 1,433 shares worth $210K. The stake represents 0.08% of the portfolio and ranks #140 among its holdings. This is a return to the name: First Bancorp previously reported a position in IWP as recently as Q3 2025.

First Bancorp first reported a position in IWP in Q3 2025 and has held it in 2 quarters since. 1,217 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

First Bancorp held 1,433 shares of iShares Russell Mid-Cap Growth ETF worth $210K as of Q2 2026.
iShares Russell Mid-Cap Growth ETF was a new First Bancorp position in Q2 2026.
iShares Russell Mid-Cap Growth ETF made up 0.08% of First Bancorp's portfolio in Q2 2026, its #140 holding.
First Bancorp first reported a position in iShares Russell Mid-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
1,217 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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