Upper Left Wealth Management, LLC Ishares Russell 2000 ETF Transaction History

Upper Left Wealth Management, LLC

$134 Million
Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 2,622 shares of IWM stock, worth $548,076. This represents 0.39% of its overall portfolio holdings.

Number of Shares

2,622

Previous 2,924 10.33%

Holding current value

$548,076

Previous $646,000 18.73%

% of portfolio

0.39%

Previous 0.58%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$198.1 - $229.79 $59,826 - $69,396	-302 Reduced 10.33%	2,622 $525,000
Q4 2024 Jan 23, 2025	SELL	$216.13 - $242.4 $8,645 - $9,696	-40 Reduced 1.35%	2,924 $646,000
Q3 2024 Nov 13, 2024	SELL	$200.87 - $224.6 $14,663 - $16,395	-73 Reduced 2.4%	2,964 $654,000
Q2 2024 Jul 25, 2024	BUY	$192.84 - $209.44 $69,036 - $74,979	358 Added 13.36%	3,037 $616,000
Q1 2024 Apr 23, 2024	SELL	$189.48 - $210.3 $196,301 - $217,870	-1,036 Reduced 27.89%	2,679 $563,000
Q4 2023 Jan 23, 2024	BUY	$162.21 - $204.82 $195,625 - $247,012	1,206 Added 48.07%	3,715 $745,000
Q3 2023 Oct 25, 2023	SELL	$174.36 - $198.71 $10,461 - $11,922	-60 Reduced 2.34%	2,509 $443,000
Q2 2023 Jul 25, 2023	SELL	$170.4 - $187.93 $15,336 - $16,913	-90 Reduced 3.38%	2,569 $481,000
Q1 2023 Apr 25, 2023	SELL	$170.25 - $198.32 $68,440 - $79,724	-402 Reduced 13.13%	2,659 $474,000
Q4 2022 Jan 17, 2023	SELL	$166.81 - $188.05 $34,362 - $38,738	-206 Reduced 6.31%	3,061 $0
Q3 2022 Nov 01, 2022	BUY	$164.17 - $201.07 $2,298 - $2,814	14 Added 0.43%	3,267 $553,000
Q2 2022 Jul 08, 2022	SELL	$163.9 - $207.91 $7,539 - $9,563	-46 Reduced 1.39%	3,253 $551,000
Q1 2022 Apr 18, 2022	BUY	$191.52 - $225.32 $24,897 - $29,291	130 Added 4.1%	3,299 $685,000
Q4 2021 Feb 15, 2022	BUY	$212.12 - $242.56 $672,208 - $768,672	3,169 New	3,169 $712,000

Others Institutions Holding IWM

# of Institutions

2,858

Shares Held

319M

Call Options Held

230M

Put Options Held

543M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Upper Left Wealth Management, LLC Ishares Russell 2000 ETF Transaction History