Tortoise Investment Management’s iShares Russell Mid-Cap ETF IWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292K	Hold	2,648	–	–	0.02%	210
2026 Q1	$257K	Hold	2,648	–	–	0.02%	212
2025 Q4	$255K	Sell	2,648 -52	-2%	-$5K	0.02%	209
2025 Q3	$261K	Hold	2,700	–	–	0.02%	203
2025 Q2	$248K	Hold	2,700	–	–	0.02%	196
2025 Q1	$230K	Hold	2,700	–	–	0.02%	200
2024 Q4	$239K	Hold	2,700	–	–	0.03%	203
2024 Q3	$238K	Sell	2,700 -215	-7%	-$18.1K	0.02%	205
2024 Q2	$236K	Sell	2,915 -485	-14%	-$39.5K	0.03%	197
2024 Q1	$286K	Hold	3,400	–	–	0.03%	183
2023 Q4	$264K	Hold	3,400	–	–	0.04%	183
2023 Q3	$235K	Hold	3,400	–	–	0.04%	181
2023 Q2	$248K	Hold	3,400	–	–	0.04%	176
2023 Q1	$238K	Hold	3,400	–	–	0.04%	177
2022 Q4	$229K	Hold	3,400	–	–	0.04%	177
2022 Q3	$211K	Hold	3,400	–	–	0.04%	179
2022 Q2	$220K	Hold	3,400	–	–	0.04%	168
2022 Q1	$265K	Hold	3,400	–	–	0.05%	153
2021 Q4	$282K	Hold	3,400	–	–	0.05%	138
2021 Q3	$266K	Hold	3,400	–	–	0.05%	139
2021 Q2	$269K	Hold	3,400	–	–	0.06%	135
2021 Q1	$251K	Hold	3,400	–	–	0.06%	136
2020 Q4	$233K	Hold	3,400	–	–	0.05%	133
2020 Q3	$195K	Hold	3,400	–	–	0.05%	139
2020 Q2	$182K	Hold	3,400	–	–	0.05%	137
2020 Q1	$147K	Hold	3,400	–	–	0.04%	148
2019 Q4	$203K	Hold	3,400	–	–	0.05%	136
2019 Q3	$190K	Hold	3,400	–	–	0.05%	142
2019 Q2	$190K	Hold	3,400	–	–	0.05%	145
2019 Q1	$183K	Hold	3,400	–	–	0.05%	146
2018 Q4	$158K	Hold	3,400	–	–	0.04%	151
2018 Q3	$187K	Sell	3,400 -40	-1%	-$2.19K	0.05%	143
2018 Q2	$182K	Hold	3,440	–	–	0.05%	141
2018 Q1	$178K	Hold	3,440	–	–	0.05%	140
2017 Q4	$179K	Sell	3,440 -40	-1%	-$2.03K	0.05%	139
2017 Q3	$172K	Hold	3,480	–	–	0.05%	140
2017 Q2	$167K	Hold	3,480	–	–	0.05%	129
2017 Q1	$163K	Hold	3,480	–	–	0.05%	122
2016 Q4	$156K	Hold	3,480	–	–	0.05%	121
2016 Q3	$152K	Hold	3,480	–	–	0.05%	111
2016 Q2	$146K	Hold	3,480	–	–	0.05%	116
2016 Q1	$142K	Hold	3,480	–	–	0.05%	117
2015 Q4	$139K	Hold	3,480	–	–	0.05%	125
2015 Q3	$135K	Hold	3,480	–	–	0.05%	127
2015 Q2	$148K	Hold	3,480	–	–	0.06%	126
2015 Q1	$151K	Hold	3,480	–	–	0.06%	126
2014 Q4	$145K	Buy	3,480 +80	+2%	+$3.25K	0.06%	128
2014 Q3	$135K	Hold	3,400	–	–	0.06%	126
2014 Q2	$138K	Sell	3,400 -324	-9%	-$12.6K	0.06%	122
2014 Q1	$144K	Hold	3,724	–	–	0.07%	112
2013 Q4	$140K	Sell	3,724 -536	-13%	-$19.4K	0.08%	105
2013 Q3	$148K	Hold	4,260	–	–	0.09%	95
2013 Q2	$138K	Buy	+4,260	New	+$138K	0.09%	89

Other funds holding IWR

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

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

Tortoise Investment Management held its iShares Russell Mid-Cap ETF (IWR) position steady in Q2 2026 at 2,648 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #210.

Tortoise Investment Management first reported a position in IWR in Q2 2013 and has held it in 53 quarters since. 1,082 funds tracked by Wall St. Rank hold IWR as of Q2 2026.

Tortoise Investment Management held 2,648 shares of iShares Russell Mid-Cap ETF worth $292K as of Q2 2026.
Tortoise Investment Management left its iShares Russell Mid-Cap ETF share count unchanged in Q2 2026.
iShares Russell Mid-Cap ETF made up 0.02% of Tortoise Investment Management's portfolio in Q2 2026, its #210 holding.
Tortoise Investment Management first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
1,082 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q2 2026.

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