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

First Bancorp’s Portfolio IWS Stock Details IWS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$484K	Hold	3,010	–	–	0.2%	80
2026 Q2	$495K	Hold	3,010	–	–	0.2%	81
2026 Q1	$439K	Hold	3,010	–	–	0.22%	87
2025 Q4	$425K	Buy	3,010 +10	+0.3%	+$1.4K	0.23%	86
2025 Q3	$419K	Hold	3,000	–	–	0.22%	85
2025 Q2	$396K	Hold	3,000	–	–	0.23%	88
2025 Q1	$378K	Hold	3,000	–	–	0.25%	90
2024 Q4	$388K	Hold	3,000	–	–	0.27%	83
2024 Q3	$397K	Hold	3,000	–	–	0.28%	81
2024 Q2	$362K	Hold	3,000	–	–	0.27%	85
2024 Q1	$376K	Hold	3,000	–	–	0.28%	81
2023 Q4	$349K	Hold	3,000	–	–	0.28%	80
2023 Q3	$313K	Hold	3,000	–	–	0.27%	77
2023 Q2	$330K	Hold	3,000	–	–	0.27%	79
2023 Q1	$319K	Hold	3,000	–	–	0.27%	81
2022 Q4	$316K	Hold	3,000	–	–	0.27%	76
2022 Q3	$288K	Buy	+3,000	New	+$320K	0.26%	80

Other funds holding IWS

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Cassaday & Co Wealth Management Mclean, Virginia $5.65B AUM 14.23% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $590M AUM 11.27% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

LPWM LLC Minneapolis, Minnesota $458M AUM 10.8% 1-Year Est. Return

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

First Bancorp's IWS Position: Q3 2026 in Review

First Bancorp held its iShares Russell Mid-Cap Value ETF (IWS) position steady in Q3 2026 at 3,010 shares worth $484K. The position accounts for 0.2% of the portfolio, ranked #80.

First Bancorp first reported a position in IWS in Q3 2022 and has held it in 17 quarters since. The position peaked at $495K in Q2 2026. 409 funds tracked by Wall St. Rank hold IWS as of Q3 2026.

First Bancorp held 3,010 shares of iShares Russell Mid-Cap Value ETF worth $484K as of Q3 2026.
First Bancorp left its iShares Russell Mid-Cap Value ETF share count unchanged in Q3 2026.
iShares Russell Mid-Cap Value ETF made up 0.2% of First Bancorp's portfolio in Q3 2026, its #80 holding.
First Bancorp first reported a position in iShares Russell Mid-Cap Value ETF in Q3 2022 and has held it in 17 quarters since.
First Bancorp's iShares Russell Mid-Cap Value ETF position peaked at $495K in Q2 2026.
409 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q3 2026.

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