New Perspectives Inc
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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
Q3 		$18.5M Buy
66,618
+1,965
+3% +$577K 5.63% 7
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 		$10M 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

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.72% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Citizens Financial Group
Citizens Financial Group Providence, Rhode Island $8.58B AUM 20.32% 1-Year Est. Return
Washington Trust
Washington Trust Westerly, Rhode Island $3.23B AUM 23.24% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Anderson Hoagland & Co
Anderson Hoagland & Co St Louis, Missouri $1.31B AUM 21.27% 1-Year Est. Return

New Perspectives Inc's IWM Position: Q3 2026 in Review

New Perspectives Inc increased its iShares Russell 2000 ETF (IWM) stake by 3% in Q3 2026, buying an estimated $577K and bringing the position to 66,618 shares worth $18.5M. The position accounts for 5.63% of the portfolio, ranked #7.

New Perspectives Inc first reported a position in IWM in Q2 2021 and has held it in 18 quarters since. The position peaked at $19.4M in Q2 2026. 969 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • New Perspectives Inc held 66,618 shares of iShares Russell 2000 ETF worth $18.5M as of Q3 2026.
  • New Perspectives Inc bought 1,965 iShares Russell 2000 ETF shares in Q3 2026, an estimated $577K.
  • iShares Russell 2000 ETF made up 5.63% of New Perspectives Inc's portfolio in Q3 2026, its #7 holding.
  • New Perspectives Inc first reported a position in iShares Russell 2000 ETF in Q2 2021 and has held it in 18 quarters since.
  • New Perspectives Inc's iShares Russell 2000 ETF position peaked at $19.4M in Q2 2026.
  • 969 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

Based on New Perspectives Inc's 13F filing for Q3 2026, filed 14 Oct 2026.