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Tortoise Investment Management »

iShares Morningstar Small Growth shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of iShares Morningstar Small Growth (ISCG) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in iShares Morningstar Small Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Small Growth held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Small Growth by Tortoise Investment Management

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$159k	2.9k	54.31
2025-06-30	$145k	2.9k	49.76
2025-03-31	$132k	2.9k	45.05
2024-12-31	$145k	2.9k	49.46
2024-09-30	$143k	2.9k	48.96
2024-06-30	$133k	2.9k	45.48

More positions owned by Tortoise Investment Management

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr 0-5 Yr Tips Etf (STIP)

American Centy Etf Tr Us Eqt Etf (AVUS)

Ishares Tr 0-3 Mnth Treasry (SGOV)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Blackrock Mun Target Term Tr Com Shs Ben In (BTT)

Vanguard Scottsdale Fds Long Term Treas (VGLT)

J P Morgan Exchange Traded F Municipal Etf (JMUB)

Schwab Strategic Tr Us Tips Etf (SCHP)

Simplify Exchange Traded Fun Mbs Etf (MTBA)

Ishares Core Msci Emkt (IEMG)

Doubleline Etf Trust Mortgage Etf (DMBS)

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

Ishares Tr Core S&p Ttl Stk (ITOT)

Ishares Tr Rus 1000 Etf (IWB)

View all positions for Tortoise Investment Management

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