Tortoise Investment Management »

iShares Russell Midcap Index Fund shares owned by Tortoise Investment Management

Quarter-by-quarter ownership of iShares Russell Midcap Index Fund (IWR) shares owned by Tortoise Investment Management from 13F filings

Historical chart of Tortoise Investment Management investment in iShares Russell Midcap Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell Midcap Index Fund held by Tortoise Investment Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell Midcap Index Fund by Tortoise Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $238k 2.7k 88.14
2024-06-30 $236k 2.9k 81.08
2024-03-31 $286k 3.4k 84.09
2023-12-31 $265k 3.4k 78.00
2023-09-30 $236k 3.4k 69.25
2023-06-30 $248k 3.4k 73.03
2023-03-31 $238k 3.4k 69.92
2022-12-31 $229k 3.4k 67.45
2022-09-30 $211k 3.4k 62.06
2022-06-30 $220k 3.4k 64.71
2022-03-31 $265k 3.4k 77.94
2021-12-31 $282k 3.4k 82.94
2021-09-30 $266k 3.4k 78.24
2021-06-30 $269k 3.4k 79.12
2021-03-31 $251k 3.4k 73.82
2020-12-31 $233k 3.4k 68.53
2020-09-30 $195k 3.4k 57.35
2020-06-30 $182k 3.4k 53.53
2020-03-31 $147k 3.4k 43.24
2019-12-31 $203k 3.4k 59.71
2019-09-30 $190k 3.4k 55.88
2019-06-30 $190k 3.4k 55.88
2019-03-31 $183k 3.4k 53.82
2018-12-31 $158k 3.4k 46.47
2018-09-30 $187k 850 220.00
2018-06-30 $182k 860 211.63
2018-03-31 $178k 860 206.98
2017-12-31 $179k 860 208.14
2017-09-30 $172k 870 197.70
2017-06-30 $167k 870 191.95
2017-03-31 $163k 870 187.36
2016-12-31 $156k 870 179.31
2016-09-30 $152k 870 174.71
2016-06-30 $146k 870 167.82
2016-03-31 $142k 870 163.22
2015-12-31 $139k 870 159.77
2015-09-30 $135k 870 155.17
2015-06-30 $148k 870 170.11
2015-03-31 $151k 870 173.56
2014-12-31 $145k 870 166.67
2014-09-30 $135k 850 158.82
2014-06-30 $138k 850 162.35
2014-03-31 $144k 931 154.67
2013-12-31 $140k 931 150.38
2013-09-30 $148k 1.1k 138.97
2013-06-30 $138k 1.1k 129.58
2013-03-31 $27k 215 125.58
2012-12-31 $24k 215 111.63