ISHARES TR

Ticker: IWM CUSIP: 464287655 Class: RUSSELL 2000 ETF

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,699 Value ($000) $664 Avg Close — Range —
Q3 2025
Shares 2,822 Value ($000) $683 Avg Close — Range —
Q2 2025
Shares 3,078 Value ($000) $664 Avg Close — Range —
Q1 2025
Shares 2,622 Value ($000) $523 Avg Close — Range —
Q4 2024
Shares 2,924 Value ($000) $646 Avg Close — Range —
Q3 2024
Shares 2,964 Value ($000) $652 Avg Close — Range —
Q2 2024
Shares 3,037 Value ($000) $616 Avg Close — Range —
Q1 2024
Shares 2,679 Value ($000) $563 Avg Close — Range —
Q4 2023
Shares 3,715 Value ($000) $746 Avg Close — Range —
Q3 2023
Shares 2,509 Value ($000) $443 Avg Close — Range —
Q2 2023
Shares 2,569 Value ($000) $481 Avg Close — Range —
Q1 2023
Shares 2,659 Value ($000) $474 Avg Close — Range —
Q4 2022
Shares 3,061 Value ($000) $534 Avg Close — Range —
Q3 2022
Shares 3,267 Value ($000) $553 Avg Close — Range —
Q2 2022
Shares 3,253 Value ($000) $551 Avg Close — Range —
Q1 2022
Shares 3,299 Value ($000) $685 Avg Close — Range —
Q4 2021
Shares 3,169 Value ($000) $712 Avg Close — Range —