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 Q3	–	Sell	-1,474	Closed	-$201K	–	44
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%	-$5.94K	0.54%	30
2022 Q1	$970K	Buy	+9,478	New	+$966K	0.56%	29

Other funds holding IJS

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Regions Financial Corp Birmingham, Alabama $16.4B AUM 18.73% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Sunesis Advisors's IJS Position: Q3 2026 in Review

Sunesis Advisors sold out of iShares S&P Small-Cap 600 Value ETF (IJS) in Q3 2026, closing a stake of 1,474 shares — an estimated $201K sold.

Sunesis Advisors first reported a position in IJS in Q1 2022 and held it in 5 quarters. The position peaked at $970K in Q1 2022. 548 funds tracked by Wall St. Rank hold IJS as of Q3 2026.

Sunesis Advisors reported no remaining iShares S&P Small-Cap 600 Value ETF position as of Q3 2026 after selling out during the quarter.
Sunesis Advisors sold 1,474 iShares S&P Small-Cap 600 Value ETF shares in Q3 2026, an estimated $201K.
Sunesis Advisors first reported a position in iShares S&P Small-Cap 600 Value ETF in Q1 2022 and held it in 5 quarters.
Sunesis Advisors's iShares S&P Small-Cap 600 Value ETF position peaked at $970K in Q1 2022.
548 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Value ETF as of Q3 2026.

Based on Sunesis Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.