Little House Capital’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Little House Capital’s Portfolio IJH Stock Details IJH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$15.2M	Buy	196,578 +2,973	+2%	+$218K	3.41%	6
2026 Q1	$13.1M	Buy	193,605 +2,068	+1%	+$143K	3.38%	5
2025 Q4	$12.6M	Sell	191,537 -13,411	-7%	-$878K	3.17%	6
2025 Q3	$13.4M	Buy	204,948 +6,584	+3%	+$423K	3.07%	7
2025 Q2	$12.3M	Buy	198,364 +2,572	+1%	+$151K	3.08%	5
2025 Q1	$11.4M	Buy	195,792 +45,632	+30%	+$2.83M	3.14%	4
2024 Q4	$9.36M	Buy	150,160 +1,211	+0.8%	+$77.7K	2.67%	10
2024 Q3	$9.28M	Buy	148,949 +4,668	+3%	+$282K	2.66%	7
2024 Q2	$8.44M	Buy	144,281 +143	+0.1%	+$8.4K	2.64%	11
2024 Q1	$8.75M	Buy	144,138 +42,013	+41%	+$2.38M	2.9%	7
2023 Q4	$5.66M	Sell	102,125 -4,190	-4%	-$213K	2.06%	12
2023 Q3	$5.3M	Sell	106,315 -39,525	-27%	-$2.07M	2.18%	12
2023 Q2	$7.63M	Buy	145,840 +4,490	+3%	+$223K	3.24%	7
2023 Q1	$7.07M	Sell	141,350 -14,380	-9%	-$733K	3.33%	7
2022 Q4	$7.53M	Buy	+155,730	New	+$7.52M	3.73%	7
2020 Q1	–	Sell	-44,470	Closed	-$1.83M	–	92
2019 Q4	$1.83M	Sell	44,470 -3,815	-8%	-$151K	1.58%	20
2019 Q3	$1.87M	Sell	48,285 -1,415	-3%	-$54.4K	1.41%	20
2019 Q2	$1.94M	Sell	49,700 -3,480	-7%	-$133K	1.3%	20
2019 Q1	$2.01M	Buy	53,180 +5,705	+12%	+$211K	1.51%	16
2018 Q4	$1.58M	Buy	+47,475	New	+$1.73M	1.52%	20

Other funds holding IJH

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Little House Capital's IJH Position: Q2 2026 in Review

Little House Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.5% in Q2 2026, buying an estimated $218K and bringing the position to 196,578 shares worth $15.2M. The position accounts for 3.41% of the portfolio, ranked #6.

Little House Capital first reported a position in IJH in Q4 2018 and has held it in 20 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Little House Capital held 196,578 shares of iShares Core S&P Mid-Cap ETF worth $15.2M as of Q2 2026.
Little House Capital bought 2,973 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $218K.
iShares Core S&P Mid-Cap ETF made up 3.41% of Little House Capital's portfolio in Q2 2026, its #6 holding.
Little House Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 20 quarters since.
2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Little House Capital's 13F filing for Q2 2026, filed 7 Aug 2026.