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

First Bancorp’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$718K	Buy	7,386 +690	+10%	+$68.9K	0.36%	58
2025 Q4	$645K	Hold	6,696	–	–	0.34%	62
2025 Q3	$646K	Buy	6,696 +423	+7%	+$40.1K	0.34%	60
2025 Q2	$577K	Hold	6,273	–	–	0.33%	66
2025 Q1	$534K	Hold	6,273	–	–	0.35%	65
2024 Q4	$555K	Buy	6,273 +3,500	+126%	+$318K	0.38%	57
2024 Q3	$244K	Buy	+2,773	New	+$234K	0.17%	110

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

First Bancorp's IWR Position: Q1 2026 in Review

First Bancorp increased its iShares Russell Mid-Cap ETF (IWR) stake by 10% in Q1 2026, buying an estimated $68.9K and bringing the position to 7,386 shares worth $718K. The position accounts for 0.36% of the portfolio, ranked #58.

First Bancorp first reported a position in IWR in Q3 2024 and has held it in 7 quarters since. 1,515 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

First Bancorp held 7,386 shares of iShares Russell Mid-Cap ETF worth $718K as of Q1 2026.
First Bancorp bought 690 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $68.9K.
iShares Russell Mid-Cap ETF made up 0.36% of First Bancorp's portfolio in Q1 2026, its #58 holding.
First Bancorp first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 7 quarters since.
1,515 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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