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
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

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Upper Left Wealth Management's IJR Position: Q2 2026 in Review

Upper Left Wealth Management reduced its iShares Core S&P Small-Cap ETF (IJR) stake by 3.5% in Q2 2026, selling an estimated $26.9K and leaving 5,336 shares worth $791K. The position accounts for 0.44% of the portfolio, ranked #45.

Upper Left Wealth Management first reported a position in IJR in Q4 2021 and has held it in 19 quarters since. 2,840 funds tracked by Wall St. Rank hold IJR as of Q2 2026.

  • Upper Left Wealth Management held 5,336 shares of iShares Core S&P Small-Cap ETF worth $791K as of Q2 2026.
  • Upper Left Wealth Management sold 196 iShares Core S&P Small-Cap ETF shares in Q2 2026, an estimated $26.9K.
  • iShares Core S&P Small-Cap ETF made up 0.44% of Upper Left Wealth Management's portfolio in Q2 2026, its #45 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 19 quarters since.
  • 2,840 funds tracked by Wall St. Rank held iShares Core S&P Small-Cap ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.