ULWM
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Upper Left Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History

Upper Left Wealth Management’s Portfolio IWM Stock Details IWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$632K Sell
2,275
-15
-0.7% -$4.4K 0.33% 47
2026
Q2 		$688K Sell
2,290
-158
-6% -$44.4K 0.38% 49
2026
Q1 		$607K Sell
2,448
-251
-9% -$64.7K 0.36% 48
2025
Q4 		$664K Sell
2,699
-123
-4% -$30.2K 0.4% 44
2025
Q3 		$683K Sell
2,822
-256
-8% -$58.7K 0.43% 43
2025
Q2 		$664K Buy
3,078
+456
+17% +$91.8K 0.44% 43
2025
Q1 		$523K Sell
2,622
-302
-10% -$65.5K 0.38% 46
2024
Q4 		$646K Sell
2,924
-40
-1% -$9.12K 0.55% 41
2024
Q3 		$652K Sell
2,964
-73
-2% -$15.6K 0.57% 40
2024
Q2 		$616K Buy
3,037
+358
+13% +$72.4K 0.56% 42
2024
Q1 		$563K Sell
2,679
-1,036
-28% -$207K 0.52% 42
2023
Q4 		$746K Buy
3,715
+1,206
+48% +$216K 0.73% 36
2023
Q3 		$443K Sell
2,509
-60
-2% -$11.3K 0.46% 40
2023
Q2 		$481K Sell
2,569
-90
-3% -$16K 0.53% 39
2023
Q1 		$474K Sell
2,659
-402
-13% -$74K 0.54% 40
2022
Q4 		$534K Sell
3,061
-206
-6% -$36.6K 0.63% 36
2022
Q3 		$553K Buy
3,267
+14
+0.4% +$2.55K 0.72% 36
2022
Q2 		$551K Sell
3,253
-46
-1% -$8.48K 0.64% 36
2022
Q1 		$685K Buy
3,299
+130
+4% +$26.5K 0.71% 34
2021
Q4 		$712K Buy
+3,169
New +$716K 0.71% 31

Other funds holding IWM

MIRAE ASSET SECURITIES (USA) INC.
MIRAE ASSET SECURITIES (USA) INC. New York $3.57B AUM 26.78% 1-Year Est. Return
Stairway Partners
Stairway Partners Chicago, Illinois $2.12B AUM 9.53% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
First Financial Bank - Trust Division
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $382M AUM
Edge Wealth Management
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
AIC
Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

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

Upper Left Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 0.66% in Q3 2026, selling an estimated $4.4K and leaving 2,275 shares worth $632K. The position accounts for 0.33% of the portfolio, ranked #47.

Upper Left Wealth Management first reported a position in IWM in Q4 2021 and has held it in 20 quarters since. The position peaked at $746K in Q4 2023. 571 funds tracked by Wall St. Rank hold IWM as of Q3 2026.

  • Upper Left Wealth Management held 2,275 shares of iShares Russell 2000 ETF worth $632K as of Q3 2026.
  • Upper Left Wealth Management sold 15 iShares Russell 2000 ETF shares in Q3 2026, an estimated $4.4K.
  • iShares Russell 2000 ETF made up 0.33% of Upper Left Wealth Management's portfolio in Q3 2026, its #47 holding.
  • Upper Left Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 20 quarters since.
  • Upper Left Wealth Management's iShares Russell 2000 ETF position peaked at $746K in Q4 2023.
  • 571 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q3 2026.

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