LifePlan Investment Advisors, Inc. IEMG holdings history
ISHARES CORE MSCI EMERGING · CUSIP 46434G103 · CIK 2045484
As of 2026-06-30, LifePlan Investment Advisors, Inc. reported 51.85K IEMG (shares), valued at $4.29M, or 1.48% of its reported non-derivative portfolio. Filed 2026-08-11.
Verify history & sources →Shares decreased 24.36%; reported value decreased 10.16%, and weight changed -0.40 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 | 1.48% | 51,846 | SEC filing ↗Filed Aug 11, 2026 |
| Q1 2026 | 1.88% | 68,541 | SEC filing ↗Filed May 14, 2026Combination report |
| Q4 2025 | 1.83% | 66,897 | SEC filing ↗Filed Feb 9, 2026Combination report |
| Q3 2025 | 2.74% | 98,982 | SEC filing ↗Filed Nov 13, 2025Combination report |
| Q2 2025 | 1.95% | 65,360 | SEC filing ↗Filed Aug 14, 2025Combination report |
| Q1 2025 | 1.39% | 44,825 | SEC filing ↗Filed May 13, 2025Combination report |
| Q4 2024 | 1.26% | 38,877 | SEC filing ↗Filed Feb 14, 2025Combination report |
| Q3 2024 | 0.75% | 20,339 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q2 2024 | 0.84% | 21,728 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q1 2024 | 0.93% | 22,690 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q4 2023 | 1.35% | 29,167 | SEC filing ↗Filed Jan 21, 2025Combination report |
| Q3 2023 | 1.18% | 23,230 | SEC filing ↗Filed Jan 21, 2025Combination report |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 1.18% | 23,230 | $1.11M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 21, 2025 |
| Q4 2023 | 1.35% | 29,167 | $1.48M | Shares increased 25.56%; reported value increased 33.45%, and weight changed +0.17 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q1 2024 | 0.93% | 22,690 | $1.17M | Shares decreased 22.21%; reported value decreased 20.64%, and weight changed -0.42 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q2 2024 | 0.84% | 21,728 | $1.16M | Shares decreased 4.24%; reported value decreased 0.66%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q3 2024 | 0.75% | 20,339 | $1.17M | Shares decreased 6.39%; reported value increased 0.39%, and weight changed -0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2025 |
| Q4 2024 | 1.26% | 38,877 | $2.03M | Shares increased 91.15%; reported value increased 73.87%, and weight changed +0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.39% | 44,825 | $2.42M | Shares increased 15.30%; reported value increased 19.16%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 1.95% | 65,360 | $3.92M | Shares increased 45.81%; reported value increased 62.18%, and weight changed +0.56 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2025 |
| Q3 2025 | 2.74% | 98,982 | $6.52M | Shares increased 51.44%; reported value increased 66.30%, and weight changed +0.79 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.83% | 66,897 | $4.50M | Shares decreased 32.41%; reported value decreased 31.08%, and weight changed -0.91 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 9, 2026 |
| Q1 2026 | 1.88% | 68,541 | $4.78M | Shares increased 2.46%; reported value increased 6.31%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2026 |
| Q2 2026 | 1.48% | 51,846 | $4.29M | Shares decreased 24.36%; reported value decreased 10.16%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 11, 2026 |
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