Stone House Investment Management, LLC historic quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Stone House Investment Management, LLC opened 274 positions, added to 370, reduced 264 and sold out of 197.
- Q2 2026: Stock EFV; Country of operation —; Class EAFE VALUE ETF; Shares before 383,650.
- Q2 2026: Stock QUAL; Country of operation —; Class MSCI USA QLT FCT; Shares before 86,137.
- Q2 2026: Stock IAGG; Country of operation —; Class CORE INTL AGGR; Shares before 204,757.
- Q2 2026: Stock IEMG; Country of operation —; Class CORE MSCI EMKT; Shares before 448,381.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1696497), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-05); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-22); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-21); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-13); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-13); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | EFV
ISHARES TR | | EAFE VALUE ETF | 383,650 | 174,577 | -209,073 | $28,524,360 | $13,363,880 | -$15,160,480 | 2026-08-05 |
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| Q2 2026 | QUAL
ISHARES TR | | MSCI USA QLT FCT | 86,137 | 6,891 | -79,246 | $16,521,994 | $1,512,195 | -$15,009,799 | 2026-08-05 |
|---|
| Q2 2026 | IAGG
ISHARES TR | | CORE INTL AGGR | 204,757 | 2,991 | -201,766 | $10,246,044 | $151,368 | -$10,094,676 | 2026-08-05 |
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| Q2 2026 | IEMG
ISHARES INC | | CORE MSCI EMKT | 448,381 | 292,408 | -155,973 | $31,274,565 | $24,223,074 | -$7,051,491 | 2026-08-05 |
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| Q2 2026 | TLH
ISHARES TR | | 10-20 YR TRS ETF | 181,522 | 149,866 | -31,656 | $18,282,910 | $15,039,060 | -$3,243,850 | 2026-08-05 |
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| Q2 2026 | IVE
ISHARES TR | | S&P 500 VAL ETF | 177,216 | 157,787 | -19,429 | $37,419,134 | $35,827,121 | -$1,592,013 | 2026-08-05 |
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| Q2 2026 | FENI
FIDELITY COVINGTON TRUST | | ENHANCED INTL | 443,277 | 442,968 | -309 | $16,489,905 | $17,776,302 | +$1,286,397 | 2026-08-05 |
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| Q2 2026 | MTUM
ISHARES TR | | MSCI USA MMENTM | 62,787 | 45,709 | -17,078 | $15,068,325 | $15,670,335 | +$602,010 | 2026-08-05 |
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| Q2 2026 | FQAL
FIDELITY COVINGTON TRUST | | QLTY FCTOR ETF | 7,111 | 463 | -6,648 | $516,262 | $37,710 | -$478,552 | 2026-08-05 |
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| Q2 2026 | IUSV
ISHARES TR | | CORE S&P US VLU | 4,841 | 1,325 | -3,516 | $494,998 | $146,002 | -$348,996 | 2026-08-05 |
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| Q2 2026 | OEF
ISHARES TR | | S&P 100 ETF | 1,629 | 464 | -1,165 | $518,067 | $169,790 | -$348,277 | 2026-08-05 |
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| Q2 2026 | AGG
ISHARES TR | | CORE US AGGBD ET | 8,986 | 6,346 | -2,640 | $892,014 | $628,089 | -$263,925 | 2026-08-05 |
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| Q2 2026 | JPIE
J P MORGAN EXCHANGE TRADED F | | INCOME ETF | 13,960 | 8,538 | -5,422 | $643,137 | $393,175 | -$249,962 | 2026-08-05 |
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| Q2 2026 | ICVT
ISHARES TR | | CONV BD ETF | 2,571 | 232 | -2,339 | $261,706 | $28,251 | -$233,455 | 2026-08-05 |
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| Q2 2026 | BND
VANGUARD BD INDEX FDS | | TOTAL BND MRKT | 4,362 | 2,640 | -1,722 | $321,218 | $193,802 | -$127,416 | 2026-08-05 |
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| Q2 2026 | SPHQ
INVESCO EXCHANGE TRADED FD T | | S&P500 QUALITY | 2,805 | 927 | -1,878 | $210,908 | $83,523 | -$127,385 | 2026-08-05 |
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| Q2 2026 | BNDX
VANGUARD CHARLOTTE FDS | | TOTAL INT BD ETF | 7,273 | 4,749 | -2,524 | $349,468 | $229,994 | -$119,474 | 2026-08-05 |
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| Q2 2026 | VGSH
VANGUARD SCOTTSDALE FDS | | SHORT TERM TREAS | 8,476 | 6,689 | -1,787 | $496,185 | $389,300 | -$106,885 | 2026-08-05 |
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| Q2 2026 | AIQ
GLOBAL X FDS | | ARTIFICIAL ETF | 5,226 | 5,144 | -82 | $243,897 | $337,498 | +$93,601 | 2026-08-05 |
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| Q2 2026 | IYW
ISHARES TR | | U.S. TECH ETF | 1,070 | 462 | -608 | $194,143 | $116,415 | -$77,728 | 2026-08-05 |
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| Q2 2026 | EFA
ISHARES TR | | MSCI EAFE ETF | 618 | 10 | -608 | $60,035 | $1,064 | -$58,971 | 2026-08-05 |
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| Q2 2026 | EMXC
ISHARES INC | | MSCI EMRG CHN | 2,601 | 1,424 | -1,177 | $204,594 | $145,639 | -$58,955 | 2026-08-05 |
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| Q2 2026 | FTEC
FIDELITY COVINGTON TRUST | | MSCI INFO TECH I | 829 | 801 | -28 | $172,473 | $228,750 | +$56,277 | 2026-08-05 |
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| Q2 2026 | IWV
ISHARES TR | | RUSSELL 3000 ETF | 368 | 192 | -176 | $136,257 | $81,877 | -$54,380 | 2026-08-05 |
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| Q2 2026 | EMB
ISHARES TR | | JPMORGAN USD EMG | 696 | 135 | -561 | $65,351 | $13,031 | -$52,320 | 2026-08-05 |
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| Q2 2026 | HEFA
ISHARES TR | | HDG MSCI EAFE | 1,580 | 467 | -1,113 | $67,128 | $21,898 | -$45,230 | 2026-08-05 |
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| Q2 2026 | SPY
STATE STR SPDR S&P 500 ETF T | | TR UNIT | 385 | 384 | -1 | $250,698 | $286,776 | +$36,078 | 2026-08-05 |
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| Q2 2026 | EEM
ISHARES TR | | MSCI EMG MKT ETF | 498 | 52 | -446 | $28,281 | $3,557 | -$24,724 | 2026-08-05 |
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| Q2 2026 | XRP
BITWISE XRP ETF | United States | BENEFICIAL INT | 1,016 | 60 | -956 | $15,270 | $700 | -$14,570 | 2026-08-05 |
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| Q2 2026 | DFEM
DIMENSIONAL ETF TRUST | | EMERGING MKTS CO | 3,150 | 3,001 | -149 | $108,833 | $121,961 | +$13,128 | 2026-08-05 |
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| Q2 2026 | IJR
ISHARES TR | | CORE S&P SCP ETF | 825 | 756 | -69 | $102,536 | $112,116 | +$9,580 | 2026-08-05 |
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| Q2 2026 | SPMO
INVESCO EXCH TRADED FD TR II | | S&P 500 MOMNTM | 731 | 550 | -181 | $81,952 | $88,847 | +$6,895 | 2026-08-05 |
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| Q2 2026 | IEFA
ISHARES TR | | CORE MSCI EAFE | 1,127 | 1,124 | -3 | $102,031 | $108,544 | +$6,513 | 2026-08-05 |
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| Q2 2026 | CMDY
ISHARES U S ETF TR | | BLOOMBERG ROLL | 979 | 961 | -18 | $58,202 | $53,103 | -$5,099 | 2026-08-05 |
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| Q2 2026 | RSP
INVESCO EXCHANGE TRADED FD T | | S&P500 EQL WGT | 2,100 | 1,912 | -188 | $403,017 | $406,868 | +$3,851 | 2026-08-05 |
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| Q2 2026 | FREL
FIDELITY COVINGTON TRUST | | MSCI RL EST ETF | 2,273 | 1,966 | -307 | $61,172 | $57,604 | -$3,568 | 2026-08-05 |
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| Q2 2026 | CERY
SPDR SERIES TRUST | | STATE STRET SPDR | 289 | 246 | -43 | $10,194 | $8,233 | -$1,961 | 2026-08-05 |
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| Q2 2026 | MCHI
ISHARES TR | | MSCI CHINA ETF | 82 | 78 | -4 | $4,607 | $3,980 | -$627 | 2026-08-05 |
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| Q2 2026 | IFRA
ISHARES TR | | US INFRASTRUC | 70 | 69 | -1 | $4,026 | $4,324 | +$298 | 2026-08-05 |
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