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 (IWM). 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 | ADDED | 60,354 | +1,492 | +2.5% | 5.15% | $14.9M | $245.72 |
| 2025 Q3 | ADDED | 58,862 | +2,032 | +3.6% | 6.38% | $14.2M | $240.72 |
| 2025 Q2 | REDUCED | 56,830 | -9,773 | -14.7% | 6.07% | $12.3M | $214.08 |
| 2025 Q1 | ADDED | 66,603 | +2,690 | +4.2% | 7.09% | $13.3M | $197.36 |
| 2024 Q4 | ADDED | 63,913 | +1,633 | +2.6% | 7.57% | $14.1M | $218.11 |
| 2024 Q3 | ADDED | 62,280 | +2,287 | +3.8% | 7.33% | $13.8M | $217.40 |
| 2024 Q2 | ADDED | 59,993 | +2,038 | +3.5% | 6.50% | $12.2M | $199.01 |
| 2024 Q1 | ADDED | 57,955 | +2,955 | +5.4% | 6.75% | $12.2M | $205.70 |
| 2022 Q4 | ADDED | 55,000 | +6,462 | +13.3% | 7.59% | $9.3M | $167.62 |
| 2022 Q1 | ADDED | 48,538 | +2,990 | +6.6% | 7.18% | $10.0M | $194.90 |
As of 2025 Q4 — sorted by position size