First Bancorp’s iShares US Technology ETF IYW Stock Holding History

First Bancorp’s Portfolio IYW Stock Details IYW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Buy	+1,010	New	+$232K	0.1%	122
2026 Q1	–	Sell	-1,010	Closed	-$202K	–	135
2025 Q4	$202K	Sell	1,010 -67	-6%	-$13.4K	0.11%	125
2025 Q3	$211K	Buy	+1,077	New	+$197K	0.11%	125
2025 Q2	–	Sell	-1,843	Closed	-$259K	–	132
2025 Q1	$259K	Buy	1,843 +154	+9%	+$24K	0.17%	108
2024 Q4	$269K	Sell	1,689 -6	-0.4%	-$949	0.18%	103
2024 Q3	$257K	Hold	1,695	–	–	0.18%	107
2024 Q2	$255K	Hold	1,695	–	–	0.19%	105
2024 Q1	$229K	Sell	1,695 -175	-9%	-$22.8K	0.17%	110
2023 Q4	$230K	Buy	+1,870	New	+$212K	0.18%	102
2023 Q3	–	Sell	-1,870	Closed	-$204K	–	112
2023 Q2	$204K	Buy	+1,870	New	+$184K	0.17%	109
2023 Q1	–	Sell	-3,270	Closed	-$244K	–	114
2022 Q4	$244K	Hold	3,270	–	–	0.2%	97
2022 Q3	$240K	Hold	3,270	–	–	0.22%	92
2022 Q2	$261K	Hold	3,270	–	–	0.25%	88
2022 Q1	$337K	Hold	3,270	–	–	0.31%	70
2021 Q4	$375K	Hold	3,270	–	–	0.33%	60
2021 Q3	$331K	Buy	+3,270	New	+$341K	0.31%	67
2021 Q1	$302K	Buy	+3,440	New	+$301K	0.3%	70

Other funds holding IYW

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

First Bancorp's IYW Position: Q2 2026 in Review

First Bancorp opened a new position in iShares US Technology ETF (IYW) in Q2 2026: 1,010 shares worth $255K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings. This is a return to the name: First Bancorp previously reported a position in IYW as recently as Q4 2025.

First Bancorp first reported a position in IYW in Q1 2021 and has held it in 17 quarters since. The position peaked at $375K in Q4 2021. 1,297 funds tracked by Wall St. Rank hold IYW as of Q2 2026.

First Bancorp held 1,010 shares of iShares US Technology ETF worth $255K as of Q2 2026.
iShares US Technology ETF was a new First Bancorp position in Q2 2026.
iShares US Technology ETF made up 0.1% of First Bancorp's portfolio in Q2 2026, its #122 holding.
First Bancorp first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 17 quarters since.
First Bancorp's iShares US Technology ETF position peaked at $375K in Q4 2021.
1,297 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q2 2026.

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