Tortoise Investment Management’s iShares Russell 2000 ETF IWM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.46M	Buy	5,872 +260	+5%	+$67.1K	0.12%	108
2025 Q4	$1.38M	Hold	5,612	–	–	0.12%	110
2025 Q3	$1.36M	Buy	5,612 +80	+1%	+$18.4K	0.12%	107
2025 Q2	$1.19M	Sell	5,532 -291	-5%	-$58.6K	0.11%	111
2025 Q1	$1.16M	Sell	5,823 -75	-1%	-$16.3K	0.12%	104
2024 Q4	$1.3M	Hold	5,898	–	–	0.14%	100
2024 Q3	$1.3M	Hold	5,898	–	–	0.14%	102
2024 Q2	$1.2M	Buy	5,898 +226	+4%	+$45.7K	0.14%	103
2024 Q1	$1.19M	Hold	5,672	–	–	0.14%	100
2023 Q4	$1.14M	Sell	5,672 -212	-4%	-$38K	0.15%	99
2023 Q3	$1.04M	Buy	5,884 +224	+4%	+$42.1K	0.15%	98
2023 Q2	$1.06M	Hold	5,660	–	–	0.16%	100
2023 Q1	$1.01M	Buy	5,660 +23	+0.4%	+$4.24K	0.16%	95
2022 Q4	$983K	Sell	5,637 -66	-1%	-$11.7K	0.17%	97
2022 Q3	$941K	Buy	5,703 +66	+1%	+$12K	0.18%	93
2022 Q2	$955K	Buy	5,637 +124	+2%	+$22.9K	0.19%	95
2022 Q1	$1.13M	Hold	5,513	–	–	0.21%	89
2021 Q4	$1.23M	Sell	5,513 -110	-2%	-$24.9K	0.23%	70
2021 Q3	$1.23M	Sell	5,623 -7	-0.1%	-$1.55K	0.25%	68
2021 Q2	$1.29M	Sell	5,630 -110	-2%	-$24.7K	0.27%	64
2021 Q1	$1.27M	Buy	5,740 +174	+3%	+$38K	0.28%	65
2020 Q4	$1.09M	Sell	5,566 -674	-11%	-$118K	0.25%	68
2020 Q3	$935K	Sell	6,240 -50	-0.8%	-$7.52K	0.23%	75
2020 Q2	$901K	Sell	6,290 -500	-7%	-$65.6K	0.23%	73
2020 Q1	$777K	Sell	6,790 -520	-7%	-$77.5K	0.23%	73
2019 Q4	$1.21M	Sell	7,310 -339	-4%	-$53.6K	0.29%	58
2019 Q3	$1.16M	Sell	7,649 -648	-8%	-$98.9K	0.3%	60
2019 Q2	$1.29M	Buy	8,297 +8	+0.1%	+$1.23K	0.33%	55
2019 Q1	$1.27M	Buy	8,289 +14	+0.2%	+$2.1K	0.33%	54
2018 Q4	$1.11M	Sell	8,275 -217	-3%	-$32.4K	0.3%	60
2018 Q3	$1.43M	Sell	8,492 -116	-1%	-$19.6K	0.38%	49
2018 Q2	$1.41M	Buy	8,608 +413	+5%	+$66.1K	0.39%	45
2018 Q1	$1.24M	Sell	8,195 -539	-6%	-$83.2K	0.34%	48
2017 Q4	$1.33M	Sell	8,734 -497	-5%	-$74.7K	0.38%	46
2017 Q3	$1.37M	Buy	9,231 +22	+0.2%	+$3.1K	0.42%	45
2017 Q2	$1.3M	Hold	9,209	–	–	0.42%	45
2017 Q1	$1.27M	Buy	9,209 +340	+4%	+$46.5K	0.41%	45
2016 Q4	$1.2M	Sell	8,869 -81	-0.9%	-$10.4K	0.41%	45
2016 Q3	$1.11M	Buy	8,950 +402	+5%	+$48.9K	0.38%	46
2016 Q2	$983K	Sell	8,548 -292	-3%	-$32.9K	0.34%	49
2016 Q1	$978K	Buy	8,840 +113	+1%	+$11.7K	0.35%	50
2015 Q4	$983K	Buy	8,727 +269	+3%	+$31K	0.35%	46
2015 Q3	$924K	Sell	8,458 -65	-0.8%	-$7.71K	0.35%	48
2015 Q2	$1.06M	Buy	8,523 +8	+0.1%	+$999	0.4%	45
2015 Q1	$1.06M	Buy	8,515 +11	+0.1%	+$1.33K	0.4%	46
2014 Q4	$1.02M	Buy	8,504 +106	+1%	+$12.1K	0.41%	46
2014 Q3	$918K	Buy	8,398 +9	+0.1%	+$1.03K	0.39%	48
2014 Q2	$997K	Sell	8,389 -44	-0.5%	-$5K	0.42%	47
2014 Q1	$981K	Buy	8,433 +279	+3%	+$32.2K	0.45%	44
2013 Q4	$941K	Buy	8,154 +11	+0.1%	+$1.22K	0.52%	45
2013 Q3	$868K	Sell	8,143 -743	-8%	-$76.9K	0.52%	44
2013 Q2	$862K	Buy	+8,886	New	+$849K	0.57%	39

Other funds holding IWM

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Tortoise Investment Management increased its iShares Russell 2000 ETF (IWM) stake by 4.6% in Q1 2026, buying an estimated $67.1K and bringing the position to 5,872 shares worth $1.46M. The position accounts for 0.12% of the portfolio, ranked #108.

Tortoise Investment Management first reported a position in IWM in Q2 2013 and has held it in 52 quarters since. 2,568 funds tracked by Wall St. Rank hold IWM as of Q1 2026.

Tortoise Investment Management held 5,872 shares of iShares Russell 2000 ETF worth $1.46M as of Q1 2026.
Tortoise Investment Management bought 260 iShares Russell 2000 ETF shares in Q1 2026, an estimated $67.1K.
iShares Russell 2000 ETF made up 0.12% of Tortoise Investment Management's portfolio in Q1 2026, its #108 holding.
Tortoise Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 52 quarters since.
2,568 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q1 2026.

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