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iShares S&P MidCap 400 Value Index shares owned by Sunesis Advisors

Quarter-by-quarter ownership of iShares S&P MidCap 400 Value Index (IJJ) shares owned by Sunesis Advisors from 13F filings

Historical chart of Sunesis Advisors investment in iShares S&P MidCap 400 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P MidCap 400 Value Index held by Sunesis Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P MidCap 400 Value Index by Sunesis Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $244k 2.0k 123.62
2024-06-30 $256k 2.3k 113.46
2024-03-31 $307k 2.6k 118.29
2023-12-31 $296k 2.6k 114.04
2023-09-30 $262k 2.6k 100.93
2023-03-31 $267k 2.6k 102.77
2022-12-31 $1.5M 14k 100.80
2022-09-30 $1.3M 14k 90.02
2022-06-30 $1.4M 14k 94.39
2022-03-31 $1.6M 15k 109.65

More positions owned by Sunesis Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfli High Yld (SPHY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Gold Tr Ishares New (IAU)

View all positions for Sunesis Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Morgan Stanley
Wells Fargo & Company
Bank of America Corporation
Envestnet Asset Management
Pnc Financial Services
D.A. Davidson & Co.
Financial Engines Advisors L.L.C
Cullen Frost Bankers
Northern Trust
Raymond James & Associates
Evensky & Katz
LPL Financial
Northwestern Mutual Wealth Management Company
Midland Wealth Advisors
Royal Bank of Canada

View all funds holding iShares S&P MidCap 400 Value Index