Number of Shares
144,771.00
Current Holdings Value*
$17.01 Mil
% of Portfolio
6.58%
Total Estimate Gain
$15.04 Mil
% of Total Estimate Gain
35.52%

Bishop & Co Investment Management, LLC's iShares Russell Mid-Cap Growth ETF Holding Summary

As of 2025-03-31, Bishop & Co Investment Management, LLC held 144,771.00 shares of iShares Russell Mid-Cap Growth ETF(IWP), totaling $17.01 Mil. This investment constitutes 6.58% of their stock portfolio, and Bishop & Co Investment Management, LLC now holds 0.1% of the outstanding iShares Russell Mid-Cap Growth ETF(IWP) stock.

The initial trade took place in 2018Q2. And since then Bishop & Co Investment Management, LLC has made 14 purchases of IWP, at an average price of $81.11, for a total of 522,277.00 shares. In addition, there have been 14 sales at an average price of $98.13 for 377,506.00 shares. Based on historical transaction data and IWP's current price of $140.64, Bishop & Co Investment Management, LLC's estimated gain on his IWP holdings is $15.04 Mil, reflecting a 35.52% gain to date.

Bishop & Co Investment Management, LLC IWP ($140.64) Holding Chart

Bishop & Co Investment Management, LLC IWP ($140.64) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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