Approach Retirement Advisors’s iShares Core S&P Mid-Cap ETF IJH Stock Holding History

Approach Retirement Advisors’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	$308K	Hold	4,000	–	–	0.22%	68
2026 Q1	$270K	Hold	4,000	–	–	0.22%	71
2025 Q4	$264K	Buy	+4,000	New	+$262K	0.23%	71

Other funds holding IJH

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CCA

Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return

MRC

Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Alesco Advisors Pittsford, New York $4.36B AUM 19.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Approach Retirement Advisors's IJH Position: Q2 2026 in Review

Approach Retirement Advisors held its iShares Core S&P Mid-Cap ETF (IJH) position steady in Q2 2026 at 4,000 shares worth $308K. The position accounts for 0.22% of the portfolio, ranked #68.

Approach Retirement Advisors first reported a position in IJH in Q4 2025 and has held it in 3 quarters since. 1,733 funds tracked by Wall St. Rank hold IJH as of Q2 2026.

Approach Retirement Advisors held 4,000 shares of iShares Core S&P Mid-Cap ETF worth $308K as of Q2 2026.
Approach Retirement Advisors left its iShares Core S&P Mid-Cap ETF share count unchanged in Q2 2026.
iShares Core S&P Mid-Cap ETF made up 0.22% of Approach Retirement Advisors's portfolio in Q2 2026, its #68 holding.
Approach Retirement Advisors first reported a position in iShares Core S&P Mid-Cap ETF in Q4 2025 and has held it in 3 quarters since.
1,733 funds tracked by Wall St. Rank held iShares Core S&P Mid-Cap ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.