ULWM
IJR icon

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
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

VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
LWMT
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.91B AUM 17.42% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.57B AUM 22.93% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return