ULWM
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Upper Left Wealth Management’s iShares Core S&P Small-Cap ETF IJR Stock Holding History

Upper Left Wealth Management’s Portfolio IJR Stock Details IJR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$851K Buy
6,252
+916
+17% +$133K 0.44% 41
2026
Q2 		$791K Sell
5,336
-196
-4% -$26.9K 0.44% 45
2026
Q1 		$688K Buy
5,532
+797
+17% +$101K 0.41% 45
2025
Q4 		$569K Sell
4,735
-109
-2% -$13K 0.35% 47
2025
Q3 		$576K Sell
4,844
-188
-4% -$21.6K 0.36% 46
2025
Q2 		$550K Buy
5,032
+329
+7% +$34K 0.37% 48
2025
Q1 		$492K Buy
4,703
+1,615
+52% +$182K 0.35% 48
2024
Q4 		$356K Buy
3,088
+519
+20% +$62K 0.3% 51
2024
Q3 		$299K Sell
2,569
-51
-2% -$5.76K 0.26% 53
2024
Q2 		$279K Sell
2,620
-36
-1% -$3.85K 0.25% 55
2024
Q1 		$294K Sell
2,656
-744
-22% -$79K 0.27% 53
2023
Q4 		$368K Sell
3,400
-873
-20% -$84.1K 0.36% 52
2023
Q3 		$403K Buy
4,273
+850
+25% +$84.9K 0.42% 44
2023
Q2 		$341K Sell
3,423
-22
-0.6% -$2.1K 0.38% 47
2023
Q1 		$333K Sell
3,445
-69
-2% -$6.9K 0.38% 47
2022
Q4 		$333K Sell
3,514
-314
-8% -$30.1K 0.39% 46
2022
Q3 		$343K Sell
3,828
-1,541
-29% -$150K 0.45% 41
2022
Q2 		$496K Buy
5,369
+1,523
+40% +$151K 0.57% 38
2022
Q1 		$419K Sell
3,846
-283
-7% -$30.5K 0.43% 42
2021
Q4 		$478K Buy
+4,129
New +$471K 0.48% 36

Other funds holding IJR

Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Connecticut Wealth Management
Connecticut Wealth Management Farmington, Connecticut $2.73B AUM 14.39% 1-Year Est. Return
Bangor Savings Bank
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
SigFig Wealth Management
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return

Upper Left Wealth Management's IJR Position: Q3 2026 in Review

Upper Left Wealth Management increased its iShares Core S&P Small-Cap ETF (IJR) stake by 17% in Q3 2026, buying an estimated $133K and bringing the position to 6,252 shares worth $851K. The position accounts for 0.44% of the portfolio, ranked #41.

Upper Left Wealth Management first reported a position in IJR in Q4 2021 and has held it in 20 quarters since. 664 funds tracked by Wall St. Rank hold IJR as of Q3 2026.

  • Upper Left Wealth Management held 6,252 shares of iShares Core S&P Small-Cap ETF worth $851K as of Q3 2026.
  • Upper Left Wealth Management bought 916 iShares Core S&P Small-Cap ETF shares in Q3 2026, an estimated $133K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of Upper Left Wealth Management's portfolio in Q3 2026, its #41 holding.
  • Upper Left Wealth Management first reported a position in iShares Core S&P Small-Cap ETF in Q4 2021 and has held it in 20 quarters since.
  • 664 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.