Tortoise Investment Management’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Tortoise Investment Management’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.3M	Hold	12,172	–	–	0.11%	115
2025 Q4	$1.44M	Hold	12,172	–	–	0.13%	105
2025 Q3	$1.43M	Buy	12,172 +460	+4%	+$51.2K	0.13%	102
2025 Q2	$1.24M	Hold	11,712	–	–	0.12%	108
2025 Q1	$1.06M	Hold	11,712	–	–	0.11%	112
2024 Q4	$1.18M	Hold	11,712	–	–	0.12%	105
2024 Q3	$1.1M	Buy	11,712 +1,500	+15%	+$136K	0.11%	111
2024 Q2	$931K	Hold	10,212	–	–	0.11%	114
2024 Q1	$860K	Sell	10,212 -36	-0.4%	-$2.9K	0.1%	120
2023 Q4	$777K	Hold	10,248	–	–	0.11%	123
2023 Q3	$681K	Sell	10,248 -8	-0.1%	-$552	0.1%	125
2023 Q2	$706K	Buy	10,256 +44	+0.4%	+$2.8K	0.1%	123
2023 Q1	$624K	Hold	10,212	–	–	0.1%	122
2022 Q4	$547K	Sell	10,212 -1,328	-12%	-$73.1K	0.1%	129
2022 Q3	$607K	Buy	11,540 +2,728	+31%	+$160K	0.12%	112
2022 Q2	$482K	Hold	8,812	–	–	0.09%	121
2022 Q1	$612K	Hold	8,812	–	–	0.11%	110
2021 Q4	$673K	Hold	8,812	–	–	0.13%	96
2021 Q3	$604K	Hold	8,812	–	–	0.12%	97
2021 Q2	$598K	Hold	8,812	–	–	0.12%	98
2021 Q1	$535K	Hold	8,812	–	–	0.12%	101
2020 Q4	$531K	Hold	8,812	–	–	0.12%	92
2020 Q3	$478K	Hold	8,812	–	–	0.12%	91
2020 Q2	$423K	Sell	8,812 -2,000	-18%	-$88.1K	0.11%	95
2020 Q1	$407K	Hold	10,812	–	–	0.12%	93
2019 Q4	$476K	Hold	10,812	–	–	0.11%	94
2019 Q3	$431K	Sell	10,812 -3,632	-25%	-$146K	0.11%	96
2019 Q2	$568K	Hold	14,444	–	–	0.14%	90
2019 Q1	$547K	Hold	14,444	–	–	0.14%	85
2018 Q4	$473K	Sell	14,444 -312	-2%	-$11K	0.13%	92
2018 Q3	$575K	Buy	14,756 +1,852	+14%	+$70.1K	0.15%	87
2018 Q2	$464K	Hold	12,904	–	–	0.13%	92
2018 Q1	$439K	Hold	12,904	–	–	0.12%	96
2017 Q4	$434K	Hold	12,904	–	–	0.12%	94
2017 Q3	$403K	Sell	12,904 -4,052	-24%	-$124K	0.12%	94
2017 Q2	$505K	Buy	16,956 +6,052	+56%	+$178K	0.16%	79
2017 Q1	$310K	Buy	10,904 +1,468	+16%	+$40.7K	0.1%	93
2016 Q4	$247K	Hold	9,436	–	–	0.09%	97
2016 Q3	$246K	Hold	9,436	–	–	0.08%	92
2016 Q2	$237K	Buy	9,436 +7,344	+351%	+$183K	0.08%	96
2016 Q1	$52K	Hold	2,092	–	–	0.02%	192
2015 Q4	$52K	Hold	2,092	–	–	0.02%	206
2015 Q3	$49K	Buy	2,092 +92	+5%	+$2.26K	0.02%	204
2015 Q2	$50K	Hold	2,000	–	–	0.02%	210
2015 Q1	$49K	Hold	2,000	–	–	0.02%	207
2014 Q4	$48K	Hold	2,000	–	–	0.02%	215
2014 Q3	$46K	Sell	2,000 -68	-3%	-$1.56K	0.02%	212
2014 Q2	$47K	Buy	2,068 +68	+3%	+$1.49K	0.02%	213
2014 Q1	$43K	Hold	2,000	–	–	0.02%	199
2013 Q4	$43K	Hold	2,000	–	–	0.02%	186
2013 Q3	$39K	Sell	2,000 -2,000	-50%	-$38.3K	0.02%	164
2013 Q2	$73K	Buy	+4,000	New	+$73.3K	0.05%	120

Other funds holding IWF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Tortoise Investment Management held its iShares Russell 1000 Growth ETF (IWF) position steady in Q1 2026 at 12,172 shares worth $1.3M. The position accounts for 0.11% of the portfolio, ranked #115.

Tortoise Investment Management first reported a position in IWF in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.44M in Q4 2025. 2,438 funds tracked by Wall St. Rank hold IWF as of Q1 2026.

Tortoise Investment Management held 12,172 shares of iShares Russell 1000 Growth ETF worth $1.3M as of Q1 2026.
Tortoise Investment Management left its iShares Russell 1000 Growth ETF share count unchanged in Q1 2026.
iShares Russell 1000 Growth ETF made up 0.11% of Tortoise Investment Management's portfolio in Q1 2026, its #115 holding.
Tortoise Investment Management first reported a position in iShares Russell 1000 Growth ETF in Q2 2013 and has held it in 52 quarters since.
Tortoise Investment Management's iShares Russell 1000 Growth ETF position peaked at $1.44M in Q4 2025.
2,438 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q1 2026.

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