ISHARES TR

Ticker: IWB CUSIP: 464287622 Class: RUS 1000 ETF

Tortoise Investment Management, LLC's Holding History (CIK: 0001599511)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 47,607 Value ($000) $17,778 Avg Close — Range —
Q3 2025
Shares 48,423 Value ($000) $17,698 Avg Close — Range —
Q2 2025
Shares 49,047 Value ($000) $16,655 Avg Close — Range —
Q1 2025
Shares 49,326 Value ($000) $15,130 Avg Close — Range —
Q4 2024
Shares 49,626 Value ($000) $15,988 Avg Close — Range —
Q3 2024
Shares 50,356 Value ($000) $15,831 Avg Close — Range —
Q2 2024
Shares 50,395 Value ($000) $14,995 Avg Close — Range —
Q1 2024
Shares 50,497 Value ($000) $14,545 Avg Close — Range —
Q4 2023
Shares 50,672 Value ($000) $13,289 Avg Close — Range —
Q3 2023
Shares 51,350 Value ($000) $12,063 Avg Close — Range —
Q2 2023
Shares 51,464 Value ($000) $12,544 Avg Close — Range —
Q1 2023
Shares 51,509 Value ($000) $11,601 Avg Close — Range —
Q4 2022
Shares 52,176 Value ($000) $10,984 Avg Close — Range —
Q3 2022
Shares 52,288 Value ($000) $10,318 Avg Close — Range —
Q2 2022
Shares 52,340 Value ($000) $10,874 Avg Close — Range —
Q1 2022
Shares 52,466 Value ($000) $13,120 Avg Close — Range —
Q4 2021
Shares 52,514 Value ($000) $13,886 Avg Close — Range —
Q3 2021
Shares 53,021 Value ($000) $12,816 Avg Close — Range —
Q2 2021
Shares 53,047 Value ($000) $12,842 Avg Close — Range —
Q1 2021
Shares 53,770 Value ($000) $12,035 Avg Close — Range —
Q4 2020
Shares 55,370 Value ($000) $11,730 Avg Close — Range —
Q3 2020
Shares 58,576 Value ($000) $10,962 Avg Close — Range —
Q2 2020
Shares 60,341 Value ($000) $10,359 Avg Close — Range —
Q1 2020
Shares 61,391 Value ($000) $8,689 Avg Close — Range —
Q4 2019
Shares 69,643 Value ($000) $12,426 Avg Close — Range —
Q3 2019
Shares 64,141 Value ($000) $10,554 Avg Close — Range —
Q2 2019
Shares 72,106 Value ($000) $11,738 Avg Close — Range —
Q1 2019
Shares 72,425 Value ($000) $11,393 Avg Close — Range —
Q4 2018
Shares 73,825 Value ($000) $10,239 Avg Close — Range —
Q3 2018
Shares 74,474 Value ($000) $12,043 Avg Close — Range —
Q2 2018
Shares 74,738 Value ($000) $11,359 Avg Close — Range —
Q1 2018
Shares 74,928 Value ($000) $11,004 Avg Close — Range —
Q4 2017
Shares 75,328 Value ($000) $11,194 Avg Close — Range —
Q3 2017
Shares 77,091 Value ($000) $10,783 Avg Close — Range —
Q2 2017
Shares 77,156 Value ($000) $10,437 Avg Close — Range —
Q1 2017
Shares 77,736 Value ($000) $10,203 Avg Close — Range —
Q4 2016
Shares 77,736 Value ($000) $9,675 Avg Close — Range —
Q3 2016
Shares 79,215 Value ($000) $9,542 Avg Close — Range —
Q2 2016
Shares 80,087 Value ($000) $9,361 Avg Close — Range —
Q1 2016
Shares 80,713 Value ($000) $9,207 Avg Close — Range —
Q4 2015
Shares 71,288 Value ($000) $8,078 Avg Close — Range —
Q3 2015
Shares 73,436 Value ($000) $7,861 Avg Close — Range —
Q2 2015
Shares 69,136 Value ($000) $8,023 Avg Close — Range —
Q1 2015
Shares 70,936 Value ($000) $8,218 Avg Close — Range —
Q4 2014
Shares 71,356 Value ($000) $8,180 Avg Close — Range —
Q3 2014
Shares 61,841 Value ($000) $6,794 Avg Close — Range —
Q2 2014
Shares 62,079 Value ($000) $6,836 Avg Close — Range —
Q1 2014
Shares 62,086 Value ($000) $6,505 Avg Close — Range —
Q4 2013
Shares 62,236 Value ($000) $6,421 Avg Close — Range —
Q3 2013
Shares 64,041 Value ($000) $6,031 Avg Close — Range —
Q2 2013
Shares 66,486 Value ($000) $5,979 Avg Close — Range —
Q1 2013
Shares 69,181 Value ($000) $6,033 Avg Close — Range —
Q4 2012
Shares 64,351 Value ($000) $5,093 Avg Close — Range —