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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

CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AIA
Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 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. 936 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.
  • 936 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.