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 Q2	$815K	Hold	7,386	–	–	0.32%	57
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 $250B AUM 21.32% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

First Bancorp's IWR Position: Q2 2026 in Review

First Bancorp held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 7,386 shares worth $815K. The position accounts for 0.32% of the portfolio, ranked #57.

First Bancorp first reported a position in IWR in Q3 2024 and has held it in 8 quarters since. 1,593 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

First Bancorp held 7,386 shares of iShares Russell Mid-Cap ETF worth $815K as of Q2 2026.
First Bancorp left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.32% of First Bancorp's portfolio in Q2 2026, its #57 holding.
First Bancorp first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 8 quarters since.
1,593 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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