New Perspectives Inc’s iShares Russell 2000 ETF IWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Sell |
56,830
-9,773
| -15% | -$2.11M | 6.07% | 6 |
|
|
2025
Q1 | $13.3M | Buy |
66,603
+2,690
| +4% | +$537K | 7.09% | 6 |
|
|
2024
Q4 | $14.1M | Buy |
63,913
+1,633
| +3% | +$361K | 7.57% | 5 |
|
|
2024
Q3 | $13.8M | Buy |
62,280
+2,287
| +4% | +$505K | 7.33% | 5 |
|
|
2024
Q2 | $12.2M | Buy |
59,993
+2,038
| +4% | +$413K | 6.5% | 6 |
|
|
2024
Q1 | $12.2M | Buy |
+57,955
| New | +$12.2M | 6.75% | 6 |
|
|
2022
Q4 | $8.9M | Sell |
51,056
-4,832
| -9% | -$843K | 6.83% | 6 |
|
|
2022
Q3 | $9.22M | Buy |
55,888
+888
| +2% | +$146K | 7.94% | 5 |
|
|
2022
Q2 | $9.31M | Buy |
55,000
+6,462
| +13% | +$1.09M | 7.59% | 5 |
|
|
2022
Q1 | $9.96M | Buy |
48,538
+2,990
| +7% | +$614K | 7.18% | 5 |
|
|
2021
Q4 | $10.1M | Buy |
45,548
+5,059
| +12% | +$1.13M | 7.17% | 5 |
|
|
2021
Q3 | $8.86M | Buy |
40,489
+6,363
| +19% | +$1.39M | 6.54% | 5 |
|
|
2021
Q2 | $7.83M | Buy |
+34,126
| New | +$7.83M | 6.08% | 5 |
|