West Wealth Group, LLC IUSB holdings history
ISHR CR UNVRSE USD BD ETF-UI · CUSIP 46434V613 · CIK 1923591
As of 2026-06-30, West Wealth Group, LLC reported 468.15K IUSB (shares), valued at $21.61M, or 3.53% of its reported non-derivative portfolio. Filed 2026-08-06.
Verify history & sources →Shares increased 9.37%; reported value increased 9.27%, and weight changed -0.38 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 | 3.53% | 468,155 | SEC filing ↗Filed Aug 6, 2026 |
| Q1 2026 | 3.91% | 428,064 | SEC filing ↗Filed May 12, 2026 |
| Q4 2025 | 3.90% | 403,416 | SEC filing ↗Filed Jan 26, 2026 |
| Q3 2025 | 4.02% | 380,137 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 4.24% | 369,139 | SEC filing ↗Filed Aug 13, 2025 |
| Q1 2025 | 4.98% | 365,568 | SEC filing ↗Filed May 5, 2025 |
| Q4 2024 | 4.83% | 358,298 | SEC filing ↗Filed Jan 22, 2025 |
| Q3 2024 | 5.27% | 344,859 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 4.62% | 288,692 | SEC filing ↗Filed Aug 1, 2024 |
| Q1 2024 | 4.86% | 288,029 | SEC filing ↗Filed May 8, 2024 |
| Q4 2023 | 2.66% | 146,564 | SEC filing ↗Filed Jan 18, 2024 |
| Q3 2023 | 2.83% | 148,396 | SEC filing ↗Filed Oct 6, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 2.83% | 148,396 | $6.49M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 6, 2023 |
| Q4 2023 | 2.66% | 146,564 | $6.75M | Shares decreased 1.23%; reported value increased 4.09%, and weight changed -0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 18, 2024 |
| Q1 2024 | 4.86% | 288,029 | $13.13M | Shares increased 96.52%; reported value increased 94.47%, and weight changed +2.20 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2024 |
| Q2 2024 | 4.62% | 288,692 | $13.05M | Shares increased 0.23%; reported value decreased 0.58%, and weight changed -0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 1, 2024 |
| Q3 2024 | 5.27% | 344,859 | $16.25M | Shares increased 19.46%; reported value increased 24.47%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 4.83% | 358,298 | $16.20M | Shares increased 3.90%; reported value decreased 0.34%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2025 |
| Q1 2025 | 4.98% | 365,568 | $16.83M | Shares increased 2.03%; reported value increased 3.93%, and weight changed +0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 5, 2025 |
| Q2 2025 | 4.24% | 369,139 | $17.07M | Shares increased 0.98%; reported value increased 1.42%, and weight changed -0.74 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2025 |
| Q3 2025 | 4.02% | 380,137 | $17.82M | Shares increased 2.98%; reported value increased 4.43%, and weight changed -0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 3.90% | 403,416 | $18.77M | Shares increased 6.12%; reported value increased 5.33%, and weight changed -0.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 26, 2026 |
| Q1 2026 | 3.91% | 428,064 | $19.77M | Shares increased 6.11%; reported value increased 5.31%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 12, 2026 |
| Q2 2026 | 3.53% | 468,155 | $21.61M | Shares increased 9.37%; reported value increased 9.27%, and weight changed -0.38 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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