ULWM
Upper Left Wealth Management’s iShares Russell 2000 ETF IWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $664K | Buy |
3,078
+456
| +17% | +$98.4K | 0.44% | 43 |
|
|
2025
Q1 | $523K | Sell |
2,622
-302
| -10% | -$60.2K | 0.38% | 46 |
|
|
2024
Q4 | $646K | Sell |
2,924
-40
| -1% | -$8.84K | 0.55% | 41 |
|
|
2024
Q3 | $652K | Sell |
2,964
-73
| -2% | -$16.1K | 0.57% | 40 |
|
|
2024
Q2 | $616K | Buy |
3,037
+358
| +13% | +$72.6K | 0.56% | 42 |
|
|
2024
Q1 | $563K | Sell |
2,679
-1,036
| -28% | -$218K | 0.52% | 42 |
|
|
2023
Q4 | $746K | Buy |
3,715
+1,206
| +48% | +$242K | 0.73% | 36 |
|
|
2023
Q3 | $443K | Sell |
2,509
-60
| -2% | -$10.6K | 0.46% | 40 |
|
|
2023
Q2 | $481K | Sell |
2,569
-90
| -3% | -$16.9K | 0.53% | 39 |
|
|
2023
Q1 | $474K | Sell |
2,659
-402
| -13% | -$71.7K | 0.54% | 40 |
|
|
2022
Q4 | $534K | Sell |
3,061
-206
| -6% | -$35.9K | 0.63% | 36 |
|
|
2022
Q3 | $553K | Buy |
3,267
+14
| +0.4% | +$2.37K | 0.72% | 36 |
|
|
2022
Q2 | $551K | Sell |
3,253
-46
| -1% | -$7.79K | 0.64% | 36 |
|
|
2022
Q1 | $685K | Buy |
3,299
+130
| +4% | +$27K | 0.71% | 34 |
|
|
2021
Q4 | $712K | Buy |
+3,169
| New | +$712K | 0.71% | 31 |
|