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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$71.2K	Hold	249	–	–	0.01%	337
2025 Q1	$63.6K	Hold	249	–	–	0.01%	339
2024 Q4	$71.7K	Hold	249	–	–	0.01%	354
2024 Q3	$70.7K	Hold	249	–	–	0.01%	359
2024 Q2	$65.4K	Hold	249	–	–	0.01%	355
2024 Q1	$67.4K	Hold	249	–	–	0.01%	342
2023 Q4	$62.8K	Hold	249	–	–	0.01%	331
2023 Q3	$55.8K	Hold	249	–	–	0.01%	331
2023 Q2	$60.4K	Hold	249	–	–	0.01%	329
2023 Q1	$56.5K	Hold	249	–	–	0.01%	323
2022 Q4	$53.4K	Hold	249	–	–	0.01%	325
2022 Q3	$51K	Hold	249	–	–	0.01%	310
2022 Q2	$51K	Hold	249	–	–	0.01%	298
2022 Q1	$64K	Hold	249	–	–	0.01%	277
2021 Q4	$73K	Hold	249	–	–	0.01%	249
2021 Q3	$73K	Hold	249	–	–	0.01%	232
2021 Q2	$78K	Hold	249	–	–	0.02%	217
2021 Q1	$75K	Hold	249	–	–	0.02%	222
2020 Q4	$71K	Hold	249	–	–	0.02%	208
2020 Q3	$55K	Hold	249	–	–	0.01%	222
2020 Q2	$52K	Sell	249 -46	-16%	-$9.61K	0.01%	216
2020 Q1	$47K	Hold	295	–	–	0.01%	224
2019 Q4	$63K	Hold	295	–	–	0.01%	224
2019 Q3	$57K	Hold	295	–	–	0.01%	231
2019 Q2	$59K	Hold	295	–	–	0.01%	237
2019 Q1	$58K	Hold	295	–	–	0.02%	231
2018 Q4	$50K	Hold	295	–	–	0.01%	235
2018 Q3	$63K	Hold	295	–	–	0.02%	221
2018 Q2	$60K	Hold	295	–	–	0.02%	228
2018 Q1	$56K	Hold	295	–	–	0.02%	226
2017 Q4	$55K	Sell	295 -28	-9%	-$5.22K	0.02%	233
2017 Q3	$58K	Hold	323	–	–	0.02%	212
2017 Q2	$55K	Hold	323	–	–	0.02%	204
2017 Q1	$52K	Hold	323	–	–	0.02%	199
2016 Q4	$50K	Sell	323 -28	-8%	-$4.33K	0.02%	198
2016 Q3	$52K	Hold	351	–	–	0.02%	192
2016 Q2	$48K	Buy	351 +295	+527%	+$40.3K	0.02%	203
2016 Q1	$7K	Buy	+56	New	+$7K	﹤0.01%	309