ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

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

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

Q4 2025
Shares 5,612 Value ($000) $1,381 Avg Close — Range —
Q3 2025
Shares 5,612 Value ($000) $1,358 Avg Close — Range —
Q2 2025
Shares 5,532 Value ($000) $1,194 Avg Close — Range —
Q1 2025
Shares 5,823 Value ($000) $1,162 Avg Close — Range —
Q4 2024
Shares 5,898 Value ($000) $1,303 Avg Close — Range —
Q3 2024
Shares 5,898 Value ($000) $1,303 Avg Close — Range —
Q2 2024
Shares 5,898 Value ($000) $1,197 Avg Close — Range —
Q1 2024
Shares 5,672 Value ($000) $1,193 Avg Close — Range —
Q4 2023
Shares 5,672 Value ($000) $1,139 Avg Close — Range —
Q3 2023
Shares 5,884 Value ($000) $1,040 Avg Close — Range —
Q2 2023
Shares 5,660 Value ($000) $1,060 Avg Close — Range —
Q1 2023
Shares 5,660 Value ($000) $1,010 Avg Close — Range —
Q4 2022
Shares 5,637 Value ($000) $983 Avg Close — Range —
Q3 2022
Shares 5,703 Value ($000) $941 Avg Close — Range —
Q2 2022
Shares 5,637 Value ($000) $955 Avg Close — Range —
Q1 2022
Shares 5,513 Value ($000) $1,132 Avg Close — Range —
Q4 2021
Shares 5,513 Value ($000) $1,226 Avg Close — Range —
Q3 2021
Shares 5,623 Value ($000) $1,230 Avg Close — Range —
Q2 2021
Shares 5,630 Value ($000) $1,291 Avg Close — Range —
Q1 2021
Shares 5,740 Value ($000) $1,268 Avg Close — Range —
Q4 2020
Shares 5,566 Value ($000) $1,091 Avg Close — Range —
Q3 2020
Shares 6,240 Value ($000) $935 Avg Close — Range —
Q2 2020
Shares 6,290 Value ($000) $901 Avg Close — Range —
Q1 2020
Shares 6,790 Value ($000) $777 Avg Close — Range —
Q4 2019
Shares 7,310 Value ($000) $1,211 Avg Close — Range —
Q3 2019
Shares 7,649 Value ($000) $1,158 Avg Close — Range —
Q2 2019
Shares 8,297 Value ($000) $1,290 Avg Close — Range —
Q1 2019
Shares 8,289 Value ($000) $1,269 Avg Close — Range —
Q4 2018
Shares 8,275 Value ($000) $1,108 Avg Close — Range —
Q3 2018
Shares 8,492 Value ($000) $1,431 Avg Close — Range —
Q2 2018
Shares 8,608 Value ($000) $1,410 Avg Close — Range —
Q1 2018
Shares 8,195 Value ($000) $1,244 Avg Close — Range —
Q4 2017
Shares 8,734 Value ($000) $1,332 Avg Close — Range —
Q3 2017
Shares 9,231 Value ($000) $1,368 Avg Close — Range —
Q2 2017
Shares 9,209 Value ($000) $1,298 Avg Close — Range —
Q1 2017
Shares 9,209 Value ($000) $1,266 Avg Close — Range —
Q4 2016
Shares 8,869 Value ($000) $1,196 Avg Close — Range —
Q3 2016
Shares 8,950 Value ($000) $1,112 Avg Close — Range —
Q2 2016
Shares 8,548 Value ($000) $983 Avg Close — Range —
Q1 2016
Shares 8,840 Value ($000) $978 Avg Close — Range —
Q4 2015
Shares 8,727 Value ($000) $983 Avg Close — Range —
Q3 2015
Shares 8,458 Value ($000) $924 Avg Close — Range —
Q2 2015
Shares 8,523 Value ($000) $1,064 Avg Close — Range —
Q1 2015
Shares 8,515 Value ($000) $1,059 Avg Close — Range —
Q4 2014
Shares 8,504 Value ($000) $1,017 Avg Close — Range —
Q3 2014
Shares 8,398 Value ($000) $918 Avg Close — Range —
Q2 2014
Shares 8,389 Value ($000) $997 Avg Close — Range —
Q1 2014
Shares 8,433 Value ($000) $981 Avg Close — Range —
Q4 2013
Shares 8,154 Value ($000) $941 Avg Close — Range —
Q3 2013
Shares 8,143 Value ($000) $868 Avg Close — Range —
Q2 2013
Shares 8,886 Value ($000) $862 Avg Close — Range —
Q1 2013
Shares 7,907 Value ($000) $747 Avg Close — Range —
Q4 2012
Shares 6,800 Value ($000) $573 Avg Close — Range —