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 Q3	$788K	Hold	7,386	–	–	0.32%	57
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

Glenview Trust Louisville, Kentucky $7.42B AUM 21.14% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return

Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Albion Financial Group Salt Lake City, Utah $1.77B AUM 14.95% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

Stegner Investment Associates Louisville, Kentucky $215M AUM 15.51% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

First Bancorp's IWR Position: Q3 2026 in Review

First Bancorp held its iShares Russell Mid-Cap ETF (IWR) position steady in Q3 2026 at 7,386 shares worth $788K. 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 9 quarters since. The position peaked at $815K in Q2 2026. 669 funds tracked by Wall St. Rank hold IWR as of Q3 2026.

First Bancorp held 7,386 shares of iShares Russell Mid-Cap ETF worth $788K as of Q3 2026.
First Bancorp left its iShares Russell Mid-Cap ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap ETF made up 0.32% of First Bancorp's portfolio in Q3 2026, its #57 holding.
First Bancorp first reported a position in iShares Russell Mid-Cap ETF in Q3 2024 and has held it in 9 quarters since.
First Bancorp's iShares Russell Mid-Cap ETF position peaked at $815K in Q2 2026.
669 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q3 2026.

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