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

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$34.8K Hold
263
﹤0.01% 431
2025
Q1
$33.1K Hold
263
﹤0.01% 428
2024
Q4
$34K Hold
263
﹤0.01% 484
2024
Q3
$34.8K Hold
263
﹤0.01% 473
2024
Q2
$31.8K Buy
+263
New +$31.8K ﹤0.01% 461
2014
Q3
Sell
-11
Closed -$1K 405
2014
Q2
$1K Buy
+11
New +$1K ﹤0.01% 397