Tortoise Investment Management’s iShares Russell 2000 Growth ETF IWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-249
| Closed | -$79.7K | – | 833 |
|
|
2025
Q3 | $79.7K | Hold |
249
| – | – | 0.01% | 340 |
|
|
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% | 332 |
|
|
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% | 326 |
|
|
2022
Q3 | $51K | Hold |
249
| – | – | 0.01% | 310 |
|
|
2022
Q2 | $51K | Hold |
249
| – | – | 0.01% | 300 |
|
|
2022
Q1 | $64K | Hold |
249
| – | – | 0.01% | 279 |
|
|
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% | 223 |
|
|
2020
Q2 | $52K | Sell |
249
-46
| -16% | -$8.6K | 0.01% | 216 |
|
|
2020
Q1 | $47K | Hold |
295
| – | – | 0.01% | 226 |
|
|
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% | -$5.11K | 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% | -$4.18K | 0.02% | 198 |
|
|
2016
Q3 | $52K | Hold |
351
| – | – | 0.02% | 192 |
|
|
2016
Q2 | $48K | Buy |
351
+295
| +527% | +$39.8K | 0.02% | 203 |
|
|
2016
Q1 | $7K | Buy |
+56
| New | +$6.99K | ﹤0.01% | 310 |
|
Other funds holding IWO
B
CCWM
Tortoise Investment Management's IWO Position: Q4 2025 in Review
Tortoise Investment Management sold out of iShares Russell 2000 Growth ETF (IWO) in Q4 2025, closing a stake of 249 shares — an estimated $79.7K sold.
Tortoise Investment Management first reported a position in IWO in Q1 2016 and held it in 39 quarters. The position peaked at $79.7K in Q3 2025. 1,063 funds tracked by Wall St. Rank hold IWO as of Q4 2025.
- Tortoise Investment Management reported no remaining iShares Russell 2000 Growth ETF position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 249 iShares Russell 2000 Growth ETF shares in Q4 2025, an estimated $79.7K.
- Tortoise Investment Management first reported a position in iShares Russell 2000 Growth ETF in Q1 2016 and held it in 39 quarters.
- Tortoise Investment Management's iShares Russell 2000 Growth ETF position peaked at $79.7K in Q3 2025.
- 1,063 funds tracked by Wall St. Rank held iShares Russell 2000 Growth ETF as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.