Sunesis Advisors’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Sunesis Advisors’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$292K	Hold	1,977	–	–	0.12%	46
2026 Q1	$262K	Hold	1,977	–	–	0.12%	49
2025 Q4	$260K	Hold	1,977	–	–	0.12%	44
2025 Q3	$256K	Buy	+1,977	New	+$253K	0.12%	44
2025 Q1	$237K	Hold	1,977	–	–	0.13%	40
2024 Q4	$247K	Hold	1,977	–	–	0.15%	37
2024 Q3	$244K	Sell	1,977 -277	-12%	-$32.9K	0.15%	38
2024 Q2	$256K	Sell	2,254 -342	-13%	-$39K	0.15%	41
2024 Q1	$307K	Hold	2,596	–	–	0.18%	43
2023 Q4	$296K	Hold	2,596	–	–	0.18%	53
2023 Q3	$262K	Buy	+2,596	New	+$277K	0.19%	54
2023 Q1	$267K	Sell	2,596 -11,834	-82%	-$1.26M	0.19%	58
2022 Q4	$1.45M	Hold	14,430	–	–	0.93%	21
2022 Q3	$1.3M	Hold	14,430	–	–	0.89%	24
2022 Q2	$1.36M	Sell	14,430 -80	-0.6%	-$8.16K	0.89%	24
2022 Q1	$1.59M	Buy	+14,510	New	+$1.57M	0.92%	23

Other funds holding IJJ

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sunesis Advisors's IJJ Position: Q2 2026 in Review

Sunesis Advisors held its iShares S&P Mid-Cap 400 Value ETF (IJJ) position steady in Q2 2026 at 1,977 shares worth $292K. The position accounts for 0.12% of the portfolio, ranked #46.

Sunesis Advisors first reported a position in IJJ in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.59M in Q1 2022. 874 funds tracked by Wall St. Rank hold IJJ as of Q2 2026.

Sunesis Advisors held 1,977 shares of iShares S&P Mid-Cap 400 Value ETF worth $292K as of Q2 2026.
Sunesis Advisors left its iShares S&P Mid-Cap 400 Value ETF share count unchanged in Q2 2026.
iShares S&P Mid-Cap 400 Value ETF made up 0.12% of Sunesis Advisors's portfolio in Q2 2026, its #46 holding.
Sunesis Advisors first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2022 and has held it in 16 quarters since.
Sunesis Advisors's iShares S&P Mid-Cap 400 Value ETF position peaked at $1.59M in Q1 2022.
874 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q2 2026.

Based on Sunesis Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.