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

Sunesis Advisors’s Portfolio IJK Stock Details IJK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-12,260	Closed	-$837K	–	75
2022 Q4	$837K	Hold	12,260	–	–	0.54%	32
2022 Q3	$773K	Hold	12,260	–	–	0.53%	31
2022 Q2	$781K	Sell	12,260 -59	-0.5%	-$4.14K	0.51%	32
2022 Q1	$952K	Buy	+12,319	New	+$952K	0.55%	30

Other funds holding IJK

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

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

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

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

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

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Sunesis Advisors's IJK Position: Q1 2023 in Review

Sunesis Advisors sold out of iShares S&P Mid-Cap 400 Growth ETF (IJK) in Q1 2023, closing a stake of 12,260 shares — an estimated $837K sold.

Sunesis Advisors first reported a position in IJK in Q1 2022 and held it in 4 quarters. The position peaked at $952K in Q1 2022. 719 funds tracked by Wall St. Rank hold IJK as of Q1 2023.

Sunesis Advisors reported no remaining iShares S&P Mid-Cap 400 Growth ETF position as of Q1 2023 after selling out during the quarter.
Sunesis Advisors sold 12,260 iShares S&P Mid-Cap 400 Growth ETF shares in Q1 2023, an estimated $837K.
Sunesis Advisors first reported a position in iShares S&P Mid-Cap 400 Growth ETF in Q1 2022 and held it in 4 quarters.
Sunesis Advisors's iShares S&P Mid-Cap 400 Growth ETF position peaked at $952K in Q1 2022.
719 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Growth ETF as of Q1 2023.

Based on Sunesis Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.