ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

New Perspectives, Inc's Holding History (CIK: 0001909565)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 60,354 Value ($000) $14,857 Avg Close — Range —
Q3 2025
Shares 58,862 Value ($000) $14,242 Avg Close — Range —
Q2 2025
Shares 56,830 Value ($000) $12,263 Avg Close — Range —
Q1 2025
Shares 66,603 Value ($000) $13,287 Avg Close — Range —
Q4 2024
Shares 63,913 Value ($000) $14,122 Avg Close — Range —
Q3 2024
Shares 62,280 Value ($000) $13,757 Avg Close — Range —
Q2 2024
Shares 59,993 Value ($000) $12,172 Avg Close — Range —
Q1 2024
Shares 57,955 Value ($000) $12,188 Avg Close — Range —
Q4 2022
Shares 51,056 Value ($000) $8,902 Avg Close — Range —
Q3 2022
Shares 55,888 Value ($000) $9 Avg Close — Range —
Q2 2022
Shares 55,000 Value ($000) $9,315 Avg Close — Range —
Q1 2022
Shares 48,538 Value ($000) $9,963 Avg Close — Range —
Q4 2021
Shares 45,548 Value ($000) $10,132 Avg Close — Range —
Q3 2021
Shares 40,489 Value ($000) $8,857 Avg Close — Range —
Q2 2021
Shares 34,126 Value ($000) $7,828 Avg Close — Range —