New Perspectives, Inc IWM holdings history
ISHARES RUSSELL 2000 ETF · CUSIP 464287655 · CIK 1909565
As of 2026-06-30, New Perspectives, Inc reported 64.65K IWM (shares), valued at $19.43M, or 5.96% of its reported non-derivative portfolio. Filed 2026-07-22.
Verify history & sources →Shares increased 3.30%; reported value increased 25.15%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 5.96% | 64,653 | SEC filing ↗Filed Jul 22, 2026 |
| Q1 2026 | 5.38% | 62,586 | SEC filing ↗Filed Apr 21, 2026 |
| Q4 2025 | 5.15% | 60,354 | SEC filing ↗Filed Jan 28, 2026 |
| Q3 2025 | 6.38% | 58,862 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 6.07% | 56,830 | SEC filing ↗Filed Jul 17, 2025 |
| Q1 2025 | 7.09% | 66,603 | SEC filing ↗Filed Apr 25, 2025 |
| Q4 2024 | 7.57% | 63,913 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 7.33% | 62,280 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 6.50% | 59,993 | SEC filing ↗Filed Jul 17, 2024 |
| Q1 2024 | 6.75% | 57,955 | SEC filing ↗Filed Apr 22, 2024 |
| Q4 2023 | Not reported | Not reported | No filing this quarter |
| Q3 2023 | Not reported | Not reported | No filing this quarter |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q4 2023 | Not reported | — | — | The manager filed nothing for this quarter; a missing quarter is not treated as zero holdings. | — |
| Q1 2024 | 6.75% | 57,955 | $12.19M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Apr 22, 2024 |
| Q2 2024 | 6.50% | 59,993 | $12.17M | Shares increased 3.52%; reported value decreased 0.13%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2024 |
| Q3 2024 | 7.33% | 62,280 | $13.76M | Shares increased 3.81%; reported value increased 13.02%, and weight changed +0.83 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 7.57% | 63,913 | $14.12M | Shares increased 2.62%; reported value increased 2.65%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 7.09% | 66,603 | $13.29M | Shares increased 4.21%; reported value decreased 5.92%, and weight changed -0.48 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 25, 2025 |
| Q2 2025 | 6.07% | 56,830 | $12.26M | Shares decreased 14.67%; reported value decreased 7.70%, and weight changed -1.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 17, 2025 |
| Q3 2025 | 6.38% | 58,862 | $14.24M | Shares increased 3.58%; reported value increased 16.14%, and weight changed +0.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 5.15% | 60,354 | $14.86M | Shares increased 2.53%; reported value increased 4.31%, and weight changed -1.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 28, 2026 |
| Q1 2026 | 5.38% | 62,586 | $15.52M | Shares increased 3.70%; reported value increased 4.47%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 21, 2026 |
| Q2 2026 | 5.96% | 64,653 | $19.43M | Shares increased 3.30%; reported value increased 25.15%, and weight changed +0.58 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 22, 2026 |
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