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 $1.37T 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.