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Bishop & Co Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History

Bishop & Co Investment Management’s Portfolio IWO Stock Details IWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Sell
2,931
-36
-1% -$13.1K 0.36% 14
2026
Q1 		$931K Sell
2,967
-13,557
-82% -$4.51M 0.32% 17
2025
Q4 		$5.34M Sell
16,524
-453
-3% -$147K 1.77% 14
2025
Q3 		$5.43M Sell
16,977
-17
-0.1% -$5.13K 1.82% 14
2025
Q2 		$4.86M Sell
16,994
-8
-0% -$2.11K 1.75% 14
2025
Q1 		$4.34M Sell
17,002
-2,721
-14% -$768K 1.68% 14
2024
Q4 		$5.68M Sell
19,723
-42
-0.2% -$12.4K 2.17% 12
2024
Q3 		$5.61M Sell
19,765
-84
-0.4% -$23K 2.14% 13
2024
Q2 		$5.21M Sell
19,849
-91
-0.5% -$23.6K 3.16% 11
2024
Q1 		$5.4M Sell
19,940
-10,260
-34% -$2.62M 2.24% 13
2023
Q4 		$7.62M Buy
+30,200
New +$6.81M 3.2% 10
2023
Q3 		– Sell
-7,372,548
Closed -$1.76B – 14
2023
Q2 		$30.4M Buy
7,372,548
+7,342,339
+24,305% +$1.68B 1.36% 14
2023
Q1 		$6.85M Sell
30,209
-466
-2% -$107K 3.16% 10
2022
Q4 		$6.58M Buy
30,675
+1,305
+4% +$286K 3.2% 10
2022
Q3 		$6.07M Buy
29,370
+747
+3% +$168K 3.2% 11
2022
Q2 		$5.91M Buy
28,623
+2,827
+11% +$630K 2.94% 12
2022
Q1 		$6.6M Buy
25,796
+3,234
+14% +$828K 2.85% 10
2021
Q4 		$6.61M Buy
22,562
+2,291
+11% +$690K 2.73% 10
2021
Q3 		$5.95M Sell
20,271
-118
-0.6% -$35.4K 2.89% 10
2021
Q2 		$6.36M Sell
20,389
-564
-3% -$170K 3.12% 10
2021
Q1 		$6.3M Sell
20,953
-446
-2% -$138K 3.27% 10
2020
Q4 		$6.13M Sell
21,399
-631
-3% -$161K 3.39% 10
2020
Q3 		$4.88M Buy
22,030
+672
+3% +$147K 3.12% 10
2020
Q2 		$4.42M Buy
21,358
+2,502
+13% +$468K 3.02% 10
2020
Q1 		$4.04M Sell
18,856
-603
-3% -$120K 2.71% 11
2019
Q4 		$4.17M Sell
19,459
-756
-4% -$153K 2.75% 11
2019
Q3 		$3.9M Sell
20,215
-96
-0.5% -$19K 2.83% 11
2019
Q2 		$4.08M Sell
20,311
-57
-0.3% -$11.3K 2.93% 11
2019
Q1 		$4.01M Buy
20,368
+1,037
+5% +$197K 2.95% 11
2018
Q4 		$3.25M Buy
19,331
+632
+3% +$118K 2.78% 11
2018
Q3 		$4.02M Sell
18,699
-802
-4% -$171K 3.06% 11
2018
Q2 		$3.98M Sell
19,501
-734
-4% -$147K 3.21% 11
2018
Q1 		$3.86M Sell
20,235
-494
-2% -$94.9K 3.27% 11
2017
Q4 		$3.87M Sell
20,729
-21,033
-50% -$3.84M 3.32% 10
2017
Q3 		$7.47M Sell
41,762
-1,628
-4% -$277K 6.73% 8
2017
Q2 		$7.32M Sell
43,390
-1,628
-4% -$268K 6.65% 8
2017
Q1 		$7.28M Sell
45,018
-1,323
-3% -$210K 6.66% 8
2016
Q4 		$7.13M Buy
46,341
+1,113
+2% +$166K 6.77% 8
2016
Q3 		$6.73M Buy
45,228
+62
+0.1% +$9.04K 6.85% 8
2016
Q2 		$6.2M Buy
45,166
+775
+2% +$105K 6.51% 8
2016
Q1 		$5.89M Buy
44,391
+799
+2% +$99.7K 6.36% 8
2015
Q4 		$6.07M Buy
+43,592
New +$6.18M 6.59% 8

Other funds holding IWO

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
WF
WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Bishop & Co Investment Management's IWO Position: Q2 2026 in Review

Bishop & Co Investment Management reduced its iShares Russell 2000 Growth ETF (IWO) stake by 1.2% in Q2 2026, selling an estimated $13.1K and leaving 2,931 shares worth $1.15M. The position accounts for 0.36% of the portfolio, ranked #14.

Bishop & Co Investment Management first reported a position in IWO in Q4 2015 and has held it in 42 quarters since. The position peaked at $30.4M in Q2 2023. 481 funds tracked by Wall St. Rank hold IWO as of Q2 2026.

  • Bishop & Co Investment Management held 2,931 shares of iShares Russell 2000 Growth ETF worth $1.15M as of Q2 2026.
  • Bishop & Co Investment Management sold 36 iShares Russell 2000 Growth ETF shares in Q2 2026, an estimated $13.1K.
  • iShares Russell 2000 Growth ETF made up 0.36% of Bishop & Co Investment Management's portfolio in Q2 2026, its #14 holding.
  • Bishop & Co Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Bishop & Co Investment Management's iShares Russell 2000 Growth ETF position peaked at $30.4M in Q2 2023.
  • 481 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q2 2026.

Based on Bishop & Co Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.