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Bishop & Co Investment Management’s iShares Russell Mid-Cap Growth ETF IWP Stock Holding History

Bishop & Co Investment Management’s Portfolio IWP Stock Details IWP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.1M Buy
103,129
+1,478
+1% +$204K 4.65% 8
2026
Q1 		$13M Sell
101,651
-41,911
-29% -$5.67M 4.47% 8
2025
Q4 		$19.7M Buy
143,562
+93
+0.1% +$13K 6.51% 6
2025
Q3 		$20.4M Sell
143,469
-136
-0.1% -$19.2K 6.83% 5
2025
Q2 		$19.9M Sell
143,605
-1,166
-0.8% -$148K 7.16% 5
2025
Q1 		$17M Sell
144,771
-8,858
-6% -$1.14M 6.58% 6
2024
Q4 		$19.5M Sell
153,629
-597
-0.4% -$75.9K 7.43% 5
2024
Q3 		$18.1M Buy
154,226
+1,688
+1% +$189K 6.89% 6
2024
Q2 		$16.8M Buy
152,538
+50
+0% +$5.49K 10.21% 3
2024
Q1 		$17.4M Sell
152,488
-82,910
-35% -$8.97M 7.2% 6
2023
Q4 		$24.6M Buy
+235,398
New +$22.3M 10.35% 3
2023
Q3 		– Sell
-235,935
Closed -$22.6M – 3
2023
Q2 		$22.8M Sell
235,935
-1,973
-0.8% -$180K 10.13% 3
2023
Q1 		$21.7M Buy
237,908
+2,494
+1% +$223K 9.98% 4
2022
Q4 		$19.7M Buy
235,414
+5,142
+2% +$433K 9.56% 4
2022
Q3 		$18.1M Buy
230,272
+5,407
+2% +$465K 9.51% 3
2022
Q2 		$17.8M Sell
224,865
-2,488
-1% -$217K 8.87% 6
2022
Q1 		$22.8M Buy
227,353
+11,884
+6% +$1.18M 9.86% 4
2021
Q4 		$24.8M Buy
215,469
+25,128
+13% +$2.93M 10.27% 4
2021
Q3 		$21.3M Buy
190,341
+926
+0.5% +$107K 10.37% 4
2021
Q2 		$21.4M Sell
189,415
-5,687
-3% -$607K 10.53% 4
2021
Q1 		$19.9M Sell
195,102
-11,461
-6% -$1.2M 10.33% 4
2020
Q4 		$21.2M Sell
206,563
-4,367
-2% -$416K 11.71% 2
2020
Q3 		$18.2M Sell
210,930
-3,272
-2% -$276K 11.64% 2
2020
Q2 		$16.9M Sell
214,202
-7,344
-3% -$533K 11.56% 2
2020
Q1 		$16.9M Sell
221,546
-4,348
-2% -$317K 11.32% 2
2019
Q4 		$17.2M Buy
225,894
+9,766
+5% +$716K 11.38% 2
2019
Q3 		$15.3M Sell
216,128
-2,808
-1% -$202K 11.11% 2
2019
Q2 		$15.6M Sell
218,936
-5,458
-2% -$380K 11.22% 2
2019
Q1 		$15.2M Buy
224,394
+6,982
+3% +$448K 11.2% 2
2018
Q4 		$12.4M Buy
217,412
+368
+0.2% +$22.4K 10.59% 4
2018
Q3 		$14.7M Buy
217,044
+2,330
+1% +$155K 11.19% 3
2018
Q2 		$13.6M Sell
214,714
-1,328
-0.6% -$83.6K 10.96% 3
2018
Q1 		$13.3M Sell
216,042
-20,086
-9% -$1.25M 11.28% 3
2017
Q4 		$14.2M Buy
236,128
+844
+0.4% +$49.6K 12.22% 3
2017
Q3 		$13.3M Sell
235,284
-7,266
-3% -$399K 11.99% 3
2017
Q2 		$13.1M Sell
242,550
-1,058
-0.4% -$56.3K 11.9% 3
2017
Q1 		$12.6M Buy
243,608
+2,574
+1% +$131K 11.56% 4
2016
Q4 		$11.7M Buy
241,034
+16,820
+8% +$811K 11.14% 3
2016
Q3 		$10.9M Buy
224,214
+2,854
+1% +$138K 11.11% 3
2016
Q2 		$10.4M Sell
221,360
-102
-0% -$4.72K 10.89% 3
2016
Q1 		$10.2M Buy
221,462
+1,048
+0.5% +$45.3K 11.02% 3
2015
Q4 		$10.1M Buy
+220,414
New +$10.2M 11% 3

Other funds holding IWP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

Bishop & Co Investment Management increased its iShares Russell Mid-Cap Growth ETF (IWP) stake by 1.5% in Q2 2026, buying an estimated $204K and bringing the position to 103,129 shares worth $15.1M. The position accounts for 4.65% of the portfolio, ranked #8.

Bishop & Co Investment Management first reported a position in IWP in Q4 2015 and has held it in 42 quarters since. The position peaked at $24.8M in Q4 2021. 1,214 funds tracked by Wall St. Rank hold IWP as of Q2 2026.

  • Bishop & Co Investment Management held 103,129 shares of iShares Russell Mid-Cap Growth ETF worth $15.1M as of Q2 2026.
  • Bishop & Co Investment Management bought 1,478 iShares Russell Mid-Cap Growth ETF shares in Q2 2026, an estimated $204K.
  • iShares Russell Mid-Cap Growth ETF made up 4.65% of Bishop & Co Investment Management's portfolio in Q2 2026, its #8 holding.
  • Bishop & Co Investment Management first reported a position in iShares Russell Mid-Cap Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Bishop & Co Investment Management's iShares Russell Mid-Cap Growth ETF position peaked at $24.8M in Q4 2021.
  • 1,214 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Growth ETF as of Q2 2026.

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