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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
2024-03-31 $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)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Intermed Term (BIV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
AvalonBay Communities (AVB)
Camden Ppty Tr Sh Ben Int (CPT)
Mid-America Apartment (MAA)
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)

View all positions for Sunesis Advisors

Top funds holding iShares S&P MidCap 400 Value Index

Wells Fargo & Company
Bank of America Corporation
UBS Group
Pnc Financial Services
D.A. Davidson & Co.
Raymond James & Associates
Evensky & Katz
Cullen Frost Bankers
Midland Wealth Advisors
Bank of New York Mellon
Royal Bank of Canada
Commonwealth Equity Services
Willis Johnson & Associates
G. W. Henssler & Associates
Jpmorgan Chase & Co

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