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 Q3	$268K	Hold	1,010	–	–	0.11%	118
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $3.05B AUM 11.62% 1-Year Est. Return

Patton Albertson Miller Group Chattanooga, Tennessee $994M AUM 29.09% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

First Bancorp's IYW Position: Q3 2026 in Review

First Bancorp held its iShares US Technology ETF (IYW) position steady in Q3 2026 at 1,010 shares worth $268K. The position accounts for 0.11% of the portfolio, ranked #118.

First Bancorp first reported a position in IYW in Q1 2021 and has held it in 18 quarters since. The position peaked at $375K in Q4 2021. 576 funds tracked by Wall St. Rank hold IYW as of Q3 2026.

First Bancorp held 1,010 shares of iShares US Technology ETF worth $268K as of Q3 2026.
First Bancorp left its iShares US Technology ETF share count unchanged in Q3 2026.
iShares US Technology ETF made up 0.11% of First Bancorp's portfolio in Q3 2026, its #118 holding.
First Bancorp first reported a position in iShares US Technology ETF in Q1 2021 and has held it in 18 quarters since.
First Bancorp's iShares US Technology ETF position peaked at $375K in Q4 2021.
576 funds tracked by Wall St. Rank held iShares US Technology ETF as of Q3 2026.

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