Stone House Investment Management, LLC IEMG holdings history
ISHARES CORE MSCI EMERGING · CUSIP 46434G103 · CIK 1696497
As of 2026-06-30, Stone House Investment Management, LLC reported 292.41K IEMG (shares), valued at $24.22M, or 3.22% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares decreased 34.79%; reported value decreased 22.55%, and weight changed -2.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 3.22% | 292,408 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 5.60% | 448,381 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 5.05% | 484,094 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 4.28% | 385,015 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 3.77% | 341,294 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 1.84% | 168,454 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 0.97% | 73,073 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 1.02% | 86,236 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 1.84% | 132,343 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 0.83% | 68,245 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 1.50% | 85,750 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 1.50% | 85,750 | $4.34M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 0.83% | 68,245 | $3.52M | Shares decreased 20.41%; reported value decreased 18.81%, and weight changed -0.67 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 1.84% | 132,343 | $7.08M | Shares increased 93.92%; reported value increased 101.18%, and weight changed +1.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 1.02% | 86,236 | $4.95M | Shares decreased 34.84%; reported value decreased 30.12%, and weight changed -0.82 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 0.97% | 73,073 | $3.82M | Shares decreased 15.26%; reported value decreased 22.92%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 1.84% | 168,454 | $9.09M | Shares increased 130.53%; reported value increased 138.25%, and weight changed +0.87 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 3.77% | 341,294 | $20.49M | Shares increased 102.60%; reported value increased 125.35%, and weight changed +1.93 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 4.28% | 385,015 | $25.38M | Shares increased 12.81%; reported value increased 23.88%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 5.05% | 484,094 | $32.54M | Shares increased 25.73%; reported value increased 28.21%, and weight changed +0.77 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 5.60% | 448,381 | $31.27M | Shares decreased 7.38%; reported value decreased 3.89%, and weight changed +0.55 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 3.22% | 292,408 | $24.22M | Shares decreased 34.79%; reported value decreased 22.55%, and weight changed -2.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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