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
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

SP
Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.49B AUM 22.27% 1-Year Est. Return
OE
OFS Enterprise Kearney, Nebraska $392M AUM
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return

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

Upper Left Wealth Management reduced its iShares Russell 2000 ETF (IWM) stake by 6.5% in Q2 2026, selling an estimated $44.4K and leaving 2,290 shares worth $688K. The position accounts for 0.38% of the portfolio, ranked #49.

Upper Left Wealth Management first reported a position in IWM in Q4 2021 and has held it in 19 quarters since. The position peaked at $746K in Q4 2023. 593 funds tracked by Wall St. Rank hold IWM as of Q2 2026.

  • Upper Left Wealth Management held 2,290 shares of iShares Russell 2000 ETF worth $688K as of Q2 2026.
  • Upper Left Wealth Management sold 158 iShares Russell 2000 ETF shares in Q2 2026, an estimated $44.4K.
  • iShares Russell 2000 ETF made up 0.38% of Upper Left Wealth Management's portfolio in Q2 2026, its #49 holding.
  • Upper Left Wealth Management first reported a position in iShares Russell 2000 ETF in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's iShares Russell 2000 ETF position peaked at $746K in Q4 2023.
  • 593 funds tracked by Wall St. Rank held iShares Russell 2000 ETF as of Q2 2026.

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