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New Perspectives Inc’s iShares Russell 2000 ETF IWM Stock Holding History

New Perspectives Inc’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$19.4M Buy
64,653
+2,067
+3% +$581K 5.96% 7
2026
Q1 		$15.5M Buy
62,586
+2,232
+4% +$576K 5.38% 7
2025
Q4 		$14.9M Buy
60,354
+1,492
+3% +$367K 5.15% 7
2025
Q3 		$14.2M Buy
58,862
+2,032
+4% +$466K 6.38% 7
2025
Q2 		$12.3M Sell
56,830
-9,773
-15% -$1.97M 6.07% 6
2025
Q1 		$13.3M Buy
66,603
+2,690
+4% +$584K 7.09% 6
2024
Q4 		$14.1M Buy
63,913
+1,633
+3% +$372K 7.57% 5
2024
Q3 		$13.8M Buy
62,280
+2,287
+4% +$489K 7.33% 5
2024
Q2 		$12.2M Buy
59,993
+2,038
+4% +$412K 6.5% 6
2024
Q1 		$12.2M Buy
+57,955
New +$11.6M 6.75% 6
2022
Q4 		$8.9M Sell
51,056
-4,832
-9% -$859K 6.83% 6
2022
Q3 		$9.22M Buy
55,888
+888
+2% +$162K 7.94% 5
2022
Q2 		$9.31M Buy
55,000
+6,462
+13% +$1.19M 7.59% 5
2022
Q1 		$9.96M Buy
48,538
+2,990
+7% +$610K 7.18% 5
2021
Q4 		$10.1M Buy
45,548
+5,059
+12% +$1.14M 7.17% 5
2021
Q3 		$8.86M Buy
40,489
+6,363
+19% +$1.41M 6.54% 5
2021
Q2 		$7.83M Buy
+34,126
New +$7.67M 6.08% 5

Other funds holding IWM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

New Perspectives Inc's IWM Position: Q2 2026 in Review

New Perspectives Inc increased its iShares Russell 2000 ETF (IWM) stake by 3.3% in Q2 2026, buying an estimated $581K and bringing the position to 64,653 shares worth $19.4M. The position accounts for 5.96% of the portfolio, ranked #7.

New Perspectives Inc first reported a position in IWM in Q2 2021 and has held it in 17 quarters since. 2,733 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • New Perspectives Inc held 64,653 shares of iShares Russell 2000 ETF worth $19.4M as of Q2 2026.
  • New Perspectives Inc bought 2,067 iShares Russell 2000 ETF shares in Q2 2026, an estimated $581K.
  • iShares Russell 2000 ETF made up 5.96% of New Perspectives Inc's portfolio in Q2 2026, its #7 holding.
  • New Perspectives Inc first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 17 quarters since.
  • 2,733 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

Based on New Perspectives Inc's 13F filing for Q2 2026, filed 22 Jul 2026.