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

Sunesis Advisors’s Portfolio IJT Stock Details IJT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-6,090	Closed	-$658K	–	77
2022 Q4	$658K	Hold	6,090	–	–	0.42%	35
2022 Q3	$619K	Hold	6,090	–	–	0.43%	36
2022 Q2	$641K	Sell	6,090 -36	-0.6%	-$4.08K	0.42%	36
2022 Q1	$766K	Buy	+6,126	New	+$772K	0.44%	34

Other funds holding IJT

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

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

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

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

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

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

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Sunesis Advisors's IJT Position: Q1 2023 in Review

Sunesis Advisors sold out of iShares S&P Small-Cap 600 Growth ETF (IJT) in Q1 2023, closing a stake of 6,090 shares — an estimated $658K sold.

Sunesis Advisors first reported a position in IJT in Q1 2022 and held it in 4 quarters. The position peaked at $766K in Q1 2022. 617 funds tracked by Wall St. Rank hold IJT as of Q1 2023.

Sunesis Advisors reported no remaining iShares S&P Small-Cap 600 Growth ETF position as of Q1 2023 after selling out during the quarter.
Sunesis Advisors sold 6,090 iShares S&P Small-Cap 600 Growth ETF shares in Q1 2023, an estimated $658K.
Sunesis Advisors first reported a position in iShares S&P Small-Cap 600 Growth ETF in Q1 2022 and held it in 4 quarters.
Sunesis Advisors's iShares S&P Small-Cap 600 Growth ETF position peaked at $766K in Q1 2022.
617 funds tracked by Wall St. Rank held iShares S&P Small-Cap 600 Growth ETF as of Q1 2023.

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