Upper Left Wealth Management, LLC's ownership history for IWM

Upper Left Wealth Management, LLC currently holds 2.7K shares with a market value of $664.4K. It started holding IWM on 2024-09-30. At its peak, it held 3.1K shares on 2025-06-30. Its highest holding value was $682.8K on 2025-09-30. At its lowest, it held 2.6K shares on 2025-03-31, with a value of $523.1K on 2025-03-31. In the recent 180 days, Upper Left Wealth Management, LLC has decreased its shares by 379. In the recent year, Upper Left Wealth Management, LLC has decreased its shares by 225.