West Wealth Group, LLC IEMG holdings history
ISHARES CORE MSCI EMERGING · CUSIP 46434G103 · CIK 1923591
As of 2026-06-30, West Wealth Group, LLC reported 9.39K IEMG (shares), valued at $778.04K, or 0.13% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 1.91%; reported value increased 21.03%, and weight changed +0.00 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 | 0.13% | 9,392 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 0.13% | 9,216 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 0.15% | 10,416 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 0.15% | 10,245 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 0.15% | 9,855 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 0.16% | 9,822 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 0.16% | 10,336 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 0.24% | 12,870 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 0.30% | 15,687 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 0.36% | 18,990 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 3.10% | 155,397 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 3.29% | 158,524 | SEC filing ↗Filed Oct 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.29% | 158,524 | $7.54M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 6, 2023 |
| Q4 2023 | 3.10% | 155,397 | $7.86M | Shares decreased 1.97%; reported value increased 4.19%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 0.36% | 18,990 | $979.89K | Shares decreased 87.78%; reported value decreased 87.53%, and weight changed -2.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 0.30% | 15,687 | $839.77K | Shares decreased 17.39%; reported value decreased 14.30%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 0.24% | 12,870 | $738.87K | Shares decreased 17.96%; reported value decreased 12.02%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 0.16% | 10,336 | $539.77K | Shares decreased 19.69%; reported value decreased 26.95%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 0.16% | 9,822 | $532.47K | Shares decreased 4.97%; reported value decreased 1.35%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 0.15% | 9,855 | $601.17K | Shares increased 0.34%; reported value increased 12.90%, and weight changed -0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 0.15% | 10,245 | $682.10K | Shares increased 3.96%; reported value increased 13.46%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 0.15% | 10,416 | $700.23K | Shares increased 1.67%; reported value increased 2.66%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 0.13% | 9,216 | $642.84K | Shares decreased 11.52%; reported value decreased 8.20%, and weight changed -0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 0.13% | 9,392 | $778.04K | Shares increased 1.91%; reported value increased 21.03%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2026 |
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