New Perspectives, Inc IWM Holdings History
New Perspectives, Inc's iShares Russell 2000 ETF Holding Summary
As of 2025-03-31, New Perspectives, Inc held 66,603.00 shares of iShares Russell 2000 ETF(IWM), totaling $13.29 Mil. This investment constitutes 7.09% of their stock portfolio, and New Perspectives, Inc now holds 0.02% of the outstanding iShares Russell 2000 ETF(IWM) stock.
The initial trade took place in 2021Q4. And since then New Perspectives, Inc has made 9 purchases of IWM, at an average price of $216.31, for a total of 71,435.00 shares. Based on historical transaction data and IWM's current price of $223.65, New Perspectives, Inc's estimated gain on his IWM holdings is $299,538.41, reflecting a 1.94% gain to date.
New Perspectives, Inc IWM ($223.65) Holding Chart
New Perspectives, Inc IWM ($223.65) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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