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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
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 		$1.94K 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Little House Capital's IJH Position: Q1 2026 in Review

Little House Capital increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 1.1% in Q1 2026, buying an estimated $143K and bringing the position to 193,605 shares worth $13.1M. The position accounts for 3.38% of the portfolio, ranked #5.

Little House Capital first reported a position in IJH in Q4 2018 and has held it in 19 quarters since. The position peaked at $13.4M in Q3 2025. 2,646 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

  • Little House Capital held 193,605 shares of iShares Core S&P Mid-Cap ETF worth $13.1M as of Q1 2026.
  • Little House Capital bought 2,068 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $143K.
  • iShares Core S&P Mid-Cap ETF made up 3.38% of Little House Capital's portfolio in Q1 2026, its #5 holding.
  • Little House Capital first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2018 and has held it in 19 quarters since.
  • Little House Capital's iShares Core S&P Mid-Cap ETF position peaked at $13.4M in Q3 2025.
  • 2,646 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Little House Capital's 13F filing for Q1 2026, filed 7 May 2026.