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Tortoise Investment Management’s iShares Micro-Cap ETF IWC Stock Holding History

Tortoise Investment Management’s Portfolio IWC Stock Details IWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$474K Hold
2,969
– – 0.04% 167
2025
Q4 		$468K Hold
2,969
– – 0.04% 165
2025
Q3 		$443K Sell
2,969
-35
-1% -$4.86K 0.04% 162
2025
Q2 		$383K Sell
3,004
-504
-14% -$58.3K 0.04% 166
2025
Q1 		$389K Hold
3,508
– – 0.04% 157
2024
Q4 		$457K Sell
3,508
-277
-7% -$36.1K 0.05% 151
2024
Q3 		$467K Sell
3,785
-200
-5% -$24.2K 0.05% 151
2024
Q2 		$454K Hold
3,985
– – 0.05% 150
2024
Q1 		$483K Sell
3,985
-120
-3% -$13.8K 0.06% 156
2023
Q4 		$476K Hold
4,105
– – 0.06% 147
2023
Q3 		$411K Sell
4,105
-277
-6% -$29.9K 0.06% 148
2023
Q2 		$479K Hold
4,382
– – 0.07% 140
2023
Q1 		$458K Sell
4,382
-94
-2% -$10.6K 0.07% 138
2022
Q4 		$483K Sell
4,476
-360
-7% -$39.2K 0.08% 136
2022
Q3 		$500K Buy
4,836
+375
+8% +$42.6K 0.1% 123
2022
Q2 		$464K Sell
4,461
-100
-2% -$11.5K 0.09% 123
2022
Q1 		$588K Buy
4,561
+7
+0.2% +$899 0.11% 111
2021
Q4 		$636K Hold
4,554
– – 0.12% 101
2021
Q3 		$657K Sell
4,554
-67
-1% -$9.73K 0.13% 91
2021
Q2 		$705K Sell
4,621
-80
-2% -$11.9K 0.15% 86
2021
Q1 		$691K Sell
4,701
-345
-7% -$49.3K 0.15% 84
2020
Q4 		$599K Sell
5,046
-150
-3% -$15.9K 0.14% 85
2020
Q3 		$470K Hold
5,196
– – 0.11% 93
2020
Q2 		$453K Sell
5,196
-725
-12% -$56.7K 0.12% 90
2020
Q1 		$397K Sell
5,921
-2,450
-29% -$216K 0.12% 94
2019
Q4 		$833K Sell
8,371
-500
-6% -$46.2K 0.2% 72
2019
Q3 		$782K Sell
8,871
-1,950
-18% -$175K 0.2% 73
2019
Q2 		$1.01M Sell
10,821
-644
-6% -$59.7K 0.25% 66
2019
Q1 		$1.06M Sell
11,465
-1,622
-12% -$149K 0.28% 63
2018
Q4 		$1.08M Buy
13,087
+1,722
+15% +$160K 0.29% 63
2018
Q3 		$1.21M Buy
11,365
+1,028
+10% +$110K 0.32% 55
2018
Q2 		$1.09M Sell
10,337
-655
-6% -$66.9K 0.3% 56
2018
Q1 		$1.06M Buy
10,992
+1,841
+20% +$179K 0.29% 53
2017
Q4 		$876K Buy
9,151
+2,574
+39% +$244K 0.25% 59
2017
Q3 		$621K Buy
6,577
+745
+13% +$65.7K 0.19% 71
2017
Q2 		$519K Buy
5,832
+705
+14% +$60.7K 0.17% 75
2017
Q1 		$439K Buy
5,127
+1,525
+42% +$130K 0.14% 80
2016
Q4 		$309K Buy
3,602
+1,030
+40% +$82.7K 0.11% 90
2016
Q3 		$201K Buy
2,572
+960
+60% +$72.1K 0.07% 97
2016
Q2 		$114K Buy
1,612
+550
+52% +$38.4K 0.04% 125
2016
Q1 		$72K Sell
1,062
-250
-19% -$16.1K 0.03% 165
2015
Q4 		$95K Sell
1,312
-264
-17% -$19.5K 0.03% 151
2015
Q3 		$110K Sell
1,576
-40
-2% -$3.05K 0.04% 138
2015
Q2 		$132K Sell
1,616
-90
-5% -$7.23K 0.05% 135
2015
Q1 		$135K Sell
1,706
-66
-4% -$5.08K 0.05% 132
2014
Q4 		$136K Sell
1,772
-100
-5% -$7.26K 0.05% 132
2014
Q3 		$130K Buy
1,872
+548
+41% +$39.8K 0.05% 129
2014
Q2 		$101K Buy
1,324
+174
+15% +$12.7K 0.04% 153
2014
Q1 		$89K Sell
1,150
-50
-4% -$3.84K 0.04% 152
2013
Q4 		$90K Buy
1,200
+50
+4% +$3.55K 0.05% 142
2013
Q3 		$79K Buy
1,150
+310
+37% +$20.5K 0.05% 122
2013
Q2 		$52K Buy
+840
New +$50.2K 0.03% 142

Other funds holding IWC

1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
WTC
WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Tortoise Investment Management's IWC Position: Q1 2026 in Review

Tortoise Investment Management held its iShares Micro-Cap ETF (IWC) position steady in Q1 2026 at 2,969 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #167.

Tortoise Investment Management first reported a position in IWC in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.21M in Q3 2018. 265 funds tracked by Wall St. Rank hold IWC as of Q1 2026.

  • Tortoise Investment Management held 2,969 shares of iShares Micro-Cap ETF worth $474K as of Q1 2026.
  • Tortoise Investment Management left its iShares Micro-Cap ETF share count unchanged in Q1 2026.
  • iShares Micro-Cap ETF made up 0.04% of Tortoise Investment Management's portfolio in Q1 2026, its #167 holding.
  • Tortoise Investment Management first reported a position in iShares Micro-Cap ETF in Q2 2013 and has held it in 52 quarters since.
  • Tortoise Investment Management's iShares Micro-Cap ETF position peaked at $1.21M in Q3 2018.
  • 265 funds tracked by Wall St. Rank held iShares Micro-Cap ETF as of Q1 2026.

Based on Tortoise Investment Management's 13F filing for Q1 2026, filed 5 May 2026.