Condor Capital Management’s iShares S&P Mid-Cap 400 Value ETF IJJ Stock Holding History

Condor Capital Management’s Portfolio IJJ Stock Details IJJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-6,749	Closed	-$770K	–	190
2023 Q4	$770K	Buy	+6,749	New	+$694K	0.08%	141
2020 Q1	–	Sell	-2,950	Closed	-$252K	–	178
2019 Q4	$252K	Buy	2,950 +6	+0.2%	+$493	0.04%	173
2019 Q3	$235K	Buy	2,944 +64	+2%	+$5.04K	0.04%	173
2019 Q2	$230K	Sell	2,880 -602	-17%	-$47.8K	0.04%	179
2019 Q1	$273K	Buy	+3,482	New	+$270K	0.04%	172

Other funds holding IJJ

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Condor Capital Management's IJJ Position: Q1 2024 in Review

Condor Capital Management sold out of iShares S&P Mid-Cap 400 Value ETF (IJJ) in Q1 2024, closing a stake of 6,749 shares — an estimated $770K sold.

Condor Capital Management first reported a position in IJJ in Q1 2019 and held it in 5 quarters. The position peaked at $770K in Q4 2023. 729 funds tracked by Wall St. Rank hold IJJ as of Q1 2024.

Condor Capital Management reported no remaining iShares S&P Mid-Cap 400 Value ETF position as of Q1 2024 after selling out during the quarter.
Condor Capital Management sold 6,749 iShares S&P Mid-Cap 400 Value ETF shares in Q1 2024, an estimated $770K.
Condor Capital Management first reported a position in iShares S&P Mid-Cap 400 Value ETF in Q1 2019 and held it in 5 quarters.
Condor Capital Management's iShares S&P Mid-Cap 400 Value ETF position peaked at $770K in Q4 2023.
729 funds tracked by Wall St. Rank held iShares S&P Mid-Cap 400 Value ETF as of Q1 2024.

Based on Condor Capital Management's 13F filing for Q1 2024, filed 9 May 2024.