Sunesis Advisors’s iShares S&P Small-Cap 600 Value ETF IJS Stock Holding History

Sunesis Advisors’s Portfolio IJS Stock Details IJS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$201K	Buy	+1,474	New	+$190K	0.08%	60
2023 Q1	–	Sell	-9,416	Closed	-$860K	–	76
2022 Q4	$860K	Hold	9,416	–	–	0.55%	30
2022 Q3	$776K	Hold	9,416	–	–	0.53%	30
2022 Q2	$838K	Sell	9,416 -62	-0.7%	-$5.95K	0.54%	30
2022 Q1	$970K	Buy	+9,478	New	+$966K	0.56%	29

Other funds holding IJS

HWA

Heartwood Wealth Advisors Richmond, Virginia $1.29B AUM 22.27% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

HFBOT

Home Federal Bank of Tennessee Knoxville, Tennessee $463M AUM 24.62% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

CAL

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Sunesis Advisors's IJS Position: Q2 2026 in Review

Sunesis Advisors opened a new position in iShares S&P Small-Cap 600 Value ETF (IJS) in Q2 2026: 1,474 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #60 among its holdings. This is a return to the name: Sunesis Advisors previously reported a position in IJS as recently as Q4 2022.

Sunesis Advisors first reported a position in IJS in Q1 2022 and has held it in 5 quarters since. The position peaked at $970K in Q1 2022. 159 funds tracked by Wall St. Rank hold IJS as of Q2 2026.

Sunesis Advisors held 1,474 shares of iShares S&P Small-Cap 600 Value ETF worth $201K as of Q2 2026.
iShares S&P Small-Cap 600 Value ETF was a new Sunesis Advisors position in Q2 2026.
iShares S&P Small-Cap 600 Value ETF made up 0.08% of Sunesis Advisors's portfolio in Q2 2026, its #60 holding.
Sunesis Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and has held it in 5 quarters since.
Sunesis Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $970K in Q1 2022.
159 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q2 2026.

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