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 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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Stone House Investment Management's IJH Position: Q1 2026 in Review

Stone House Investment Management increased its iShares Core S&P Mid-Cap ETF (IJH) stake by 0.37% in Q1 2026, buying an estimated $2.15K and bringing the position to 8,453 shares worth $571K. The position accounts for 0.1% of the portfolio, ranked #36.

Stone House Investment Management first reported a position in IJH in Q4 2016 and has held it in 26 quarters since. The position peaked at $5.68M in Q1 2017. 2,647 funds tracked by Wall St. Rank hold IJH as of Q1 2026.

Stone House Investment Management held 8,453 shares of iShares Core S&P Mid-Cap ETF worth $571K as of Q1 2026.
Stone House Investment Management bought 31 iShares Core S&P Mid-Cap ETF shares in Q1 2026, an estimated $2.15K.
iShares Core S&P Mid-Cap ETF made up 0.1% of Stone House Investment Management's portfolio in Q1 2026, its #36 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 26 quarters since.
Stone House Investment Management's iShares Core S&P Mid-Cap ETF position peaked at $5.68M in Q1 2017.
2,647 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.