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
2024 Q3	–	Sell	-1,000	Closed	-$2.5K	–	903
2024 Q2	$2.5K	Buy	+1,000	New	+$202K	﹤0.01%	755
2022 Q2	–	Sell	-1,500	Closed	-$4K	–	736
2022 Q1	$4K	Buy	1,500 +500	+50%	+$102K	﹤0.01%	595
2021 Q4	$2K	Buy	+1,000	New	+$226K	﹤0.01%	617

Other funds holding IWM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Tortoise Investment Management's IWM Position: Q2 2026 in Review

Tortoise Investment Management held its iShares Russell 2000 ETF (IWM) position steady in Q2 2026 at 5,872 shares worth $1.76M. The position accounts for 0.13% of the portfolio, ranked #106.

Tortoise Investment Management first reported a position in IWM in Q2 2013 and has held it in 53 quarters since. 2,738 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

Tortoise Investment Management held 5,872 shares of iShares Russell 2000 ETF worth $1.76M as of Q2 2026.
Tortoise Investment Management left its iShares Russell 2000 ETF share count unchanged in Q2 2026.
iShares Russell 2000 ETF made up 0.13% of Tortoise Investment Management's portfolio in Q2 2026, its #106 holding.
Tortoise Investment Management first reported a position in iShares Russell 2000 ETF in Q2 2013 and has held it in 53 quarters since.
2,738 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on Tortoise Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.