Stone House Investment Management, LLC IXUS holdings history
ISHARES CORE INTL STOCK ETF · CUSIP 46432F834 · CIK 1696497
As of 2026-06-30, Stone House Investment Management, LLC reported 325.02K IXUS (shares), valued at $31.02M, or 4.12% of its reported non-derivative portfolio. Filed 2026-08-05.
Verify history & sources →Shares increased 601788.89%; reported value increased 659617.63%, and weight changed +4.12 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 | 4.12% | 325,020 | SEC filing ↗Filed Aug 5, 2026 |
| Q1 2026 | 0.00% | 54 | SEC filing ↗Filed Apr 22, 2026 |
| Q4 2025 | 4.31% | 328,212 | SEC filing ↗Filed Jan 21, 2026 |
| Q3 2025 | 4.08% | 293,428 | SEC filing ↗Filed Oct 27, 2025 |
| Q2 2025 | 4.06% | 285,574 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 4.40% | 311,013 | SEC filing ↗Filed May 13, 2025 |
| Q4 2024 | 4.06% | 241,350 | SEC filing ↗Filed Feb 13, 2025 |
| Q3 2024 | 4.12% | 274,611 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 0.02% | 1,406 | SEC filing ↗Filed Aug 14, 2024 |
| Q1 2024 | 4.55% | 285,130 | SEC filing ↗Filed May 15, 2024 |
| Q4 2023 | 5.15% | 229,820 | SEC filing ↗Filed Jan 31, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 5.15% | 229,820 | $14.92M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Jan 31, 2024 |
| Q1 2024 | 4.55% | 285,130 | $19.35M | Shares increased 24.07%; reported value increased 29.67%, and weight changed -0.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2024 |
| Q2 2024 | 0.02% | 1,406 | $94.99K | Shares decreased 99.51%; reported value decreased 99.51%, and weight changed -4.53 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2024 |
| Q3 2024 | 4.12% | 274,611 | $19.94M | Shares increased 19431.37%; reported value increased 20897.16%, and weight changed +4.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 4.06% | 241,350 | $15.96M | Shares decreased 12.11%; reported value decreased 19.97%, and weight changed -0.06 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2025 |
| Q1 2025 | 4.40% | 311,013 | $21.71M | Shares increased 28.86%; reported value increased 36.01%, and weight changed +0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 13, 2025 |
| Q2 2025 | 4.06% | 285,574 | $22.08M | Shares decreased 8.18%; reported value increased 1.69%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 4.08% | 293,428 | $24.23M | Shares increased 2.75%; reported value increased 9.75%, and weight changed +0.02 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 27, 2025 |
| Q4 2025 | 4.31% | 328,212 | $27.78M | Shares increased 11.85%; reported value increased 14.64%, and weight changed +0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 21, 2026 |
| Q1 2026 | 0.00% | 54 | $4.70K | Shares decreased 99.98%; reported value decreased 99.98%, and weight changed -4.31 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 22, 2026 |
| Q2 2026 | 4.12% | 325,020 | $31.02M | Shares increased 601788.89%; reported value increased 659617.63%, and weight changed +4.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 5, 2026 |
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