Ownership history in New Perspectives, Inc · 11 quarters on record
This page tracks every 13F SEC filing in which New Perspectives, Inc reported a position in ISHARES TR (IWF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 1,057 | — | 0% | 0.17% | $500K | $472.88 |
| 2025 Q3 | UNCHANGED | 1,057 | — | 0% | 0.22% | $495K | $467.53 |
| 2025 Q2 | UNCHANGED | 1,057 | — | 0% | 0.22% | $449K | $423.39 |
| 2025 Q1 | UNCHANGED | 1,057 | — | 0% | 0.20% | $382K | $359.72 |
| 2024 Q4 | UNCHANGED | 1,057 | — | 0% | 0.23% | $424K | $399.63 |
| 2024 Q3 | UNCHANGED | 1,057 | — | 0% | 0.21% | $397K | $373.18 |
| 2024 Q2 | UNCHANGED | 1,057 | — | 0% | 0.21% | $385K | $361.83 |
| 2024 Q1 | ADDED | 1,057 | +99 | +10.3% | 0.20% | $356K | $334.19 |
| 2022 Q4 | UNCHANGED | 958 | — | 0% | 0.17% | $210K | $210.54 |
| 2022 Q1 | UNCHANGED | 958 | — | 0% | 0.19% | $266K | $270.97 |
As of 2025 Q4 — sorted by position size