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
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 csv
Download as Excel
Quarterly reported holdings in iShares Russell 2000 Index by New Perspectives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 59k | 241.96 |
| 2025-06-30 | $12M | 57k | 215.79 |
| 2025-03-31 | $13M | 67k | 199.49 |
| 2024-12-31 | $14M | 64k | 220.96 |
| 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 |