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Stone House Investment Management’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Stone House Investment Management’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 		$16.7M Buy
216,078
+207,625
+2,456% +$15.2M 2.21% 14
2026
Q1 		$571K Buy
8,453
+31
+0.4% +$2.15K 0.1% 36
2025
Q4 		$556K Sell
8,422
-6
-0.1% -$393 0.09% 42
2025
Q3 		$550K Sell
8,428
-719
-8% -$46.2K 0.09% 45
2025
Q2 		$567K Sell
9,147
-123
-1% -$7.22K 0.1% 41
2025
Q1 		$541K Buy
9,270
+1,551
+20% +$96.3K 0.11% 43
2024
Q4 		$481K Sell
7,719
-1,661
-18% -$107K 0.12% 39
2024
Q3 		$585K Buy
9,380
+747
+9% +$45K 0.12% 36
2024
Q2 		$505K Sell
8,633
-140
-2% -$8.22K 0.13% 36
2024
Q1 		$533K Buy
8,773
+6,638
+311% +$376K 0.13% 38
2023
Q4 		$118K Sell
2,135
-32,325
-94% -$1.64M 0.04% 51
2023
Q3 		$1.72M Buy
34,460
+32,045
+1,327% +$1.68M 0.6% 22
2023
Q2 		$126K Hold
2,415
– – 0.05% 49
2023
Q1 		$121K Buy
+2,415
New +$123K 0.04% 54
2020
Q2 		– Sell
-21,450
Closed -$617K – 37
2020
Q1 		$617K Buy
+21,450
New +$797K 0.36% 24
2019
Q4 		– Sell
-41,555
Closed -$1.61M – 33
2019
Q3 		$1.61M Sell
41,555
-48,245
-54% -$1.85M 0.8% 24
2019
Q2 		$3.49M Buy
89,800
+37,970
+73% +$1.46M 1.82% 18
2019
Q1 		$1.96M Sell
51,830
-38,865
-43% -$1.44M 1.02% 24
2018
Q4 		$3.01M Sell
90,695
-43,245
-32% -$1.58M 1.9% 18
2018
Q3 		$5.39M Buy
133,940
+6,075
+5% +$244K 3.09% 13
2018
Q2 		$4.98M Buy
127,865
+2,450
+2% +$94.6K 3.17% 14
2018
Q1 		$4.71M Buy
125,415
+11,525
+10% +$441K 3.06% 14
2017
Q4 		$4.32M Sell
113,890
-930
-0.8% -$34.4K 2.93% 12
2017
Q3 		$4.11M Sell
114,820
-4,905
-4% -$171K 2.93% 11
2017
Q2 		$4.17M Sell
119,725
-46,045
-28% -$1.59M 2.99% 11
2017
Q1 		$5.68M Buy
165,770
+28,195
+20% +$960K 4.25% 7
2016
Q4 		$4.55M Buy
+137,575
New +$4.36M 3.83% 8

Other funds holding IJH

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Stone House Investment Management's IJH Position: Q2 2026 in Review

Stone House Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 2,456% in Q2 2026, buying an estimated $15.2M and bringing the position to 216,078 shares worth $16.7M. The position accounts for 2.21% of the portfolio, ranked #14.

Stone House Investment Management first reported a position in IJH in Q4 2016 and has held it in 27 quarters since. 2,744 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

  • Stone House Investment Management held 216,078 shares of iShares Core S&P Mid-Cap ETF worth $16.7M as of Q2 2026.
  • Stone House Investment Management bought 207,625 iShares Core S&P Mid-Cap ETF shares in Q2 2026, an estimated $15.2M.
  • iShares Core S&P Mid-Cap ETF made up 2.21% of Stone House Investment Management's portfolio in Q2 2026, its #14 holding.
  • Stone House Investment Management first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2016 and has held it in 27 quarters since.
  • 2,744 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.