New Perspectives »

iShares Russell 2000 Index shares owned by New Perspectives

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by New Perspectives from 13F filings

Historical chart of New Perspectives investment in iShares Russell 2000 Index

Jul 2021Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 20248M10M12M14M40k50k60k
Value ($)Share countHistorical IWM position of New Perspectives Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by New Perspectives consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Russell 2000 Index by New Perspectives

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 62k 220.89
2024-06-30 $12M 60k 202.89
2024-03-31 $12M 58k 210.30
2022-12-31 $8.9M 51k 174.36
2022-09-30 $9.2M 56k 164.92
2022-06-30 $9.3M 55k 169.36
2022-03-31 $10M 49k 205.26
2021-12-31 $10M 46k 222.45
2021-09-30 $8.9M 41k 218.75
2021-06-30 $7.8M 34k 229.39