Condor Capital Management’s iShares S&P 500 Value ETF IVE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$31.6M Buy
149,589
+358
+0.2% +$77.5K 2.64% 7
2025
Q4
$31.6M Sell
149,231
-2,251
-1% -$472K 2.56% 8
2025
Q3
$31.3M Buy
151,482
+2,993
+2% +$601K 2.56% 8
2025
Q2
$29M Buy
148,489
+401
+0.3% +$74.7K 2.52% 7
2025
Q1
$28.2M Sell
148,088
-525
-0.4% -$102K 2.63% 8
2024
Q4
$28.4M Buy
148,613
+56
+0% +$11.1K 2.5% 7
2024
Q3
$29.3M Sell
148,557
-1,556
-1% -$296K 2.64% 7
2024
Q2
$27.3M Buy
150,113
+145
+0.1% +$26.4K 2.61% 7
2024
Q1
$28M Sell
149,968
-1,717
-1% -$305K 2.74% 6
2023
Q4
$26.4M Sell
151,685
-231
-0.2% -$37.1K 2.83% 7
2023
Q3
$23.4M Buy
151,916
+801
+0.5% +$129K 2.86% 8
2023
Q2
$24.4M Sell
151,115
-358
-0.2% -$55.1K 2.92% 8
2023
Q1
$23M Sell
151,473
-1,049
-0.7% -$159K 2.88% 9
2022
Q4
$22.1M Buy
152,522
+2,662
+2% +$380K 2.76% 9
2022
Q3
$19.3M Buy
149,860
+441
+0.3% +$62.5K 2.51% 9
2022
Q2
$20.5M Sell
149,419
-174
-0.1% -$25.7K 2.67% 9
2022
Q1
$23.3M Buy
149,593
+2,391
+2% +$368K 2.6% 9
2021
Q4
$23.1M Buy
147,202
+778
+0.5% +$118K 2.47% 9
2021
Q3
$21.3M Buy
146,424
+1,185
+0.8% +$177K 2.27% 9
2021
Q2
$21.4M Buy
145,239
+29,200
+25% +$4.3M 2.37% 9
2021
Q1
$16.4M Buy
116,039
+8,360
+8% +$1.13M 1.95% 11
2020
Q4
$13.8M Sell
107,679
-3,139
-3% -$380K 1.74% 11
2020
Q3
$12.5M Sell
110,818
-62,968
-36% -$7.14M 1.81% 12
2020
Q2
$18.8M Sell
173,786
-323
-0.2% -$34.3K 2.9% 8
2020
Q1
$16.8M Buy
174,109
+169,935
+4,071% +$20.2M 3.09% 8
2019
Q4
$543K Sell
4,174
-40
-0.9% -$4.98K 0.08% 147
2019
Q3
$502K Buy
4,214
+139
+3% +$16.3K 0.08% 149
2019
Q2
$475K Sell
4,075
-185
-4% -$21.2K 0.07% 152
2019
Q1
$480K Buy
4,260
+288
+7% +$31.6K 0.08% 151
2018
Q4
$402K Buy
3,972
+84
+2% +$9.19K 0.07% 159
2018
Q3
$450K Buy
3,888
+269
+7% +$30.9K 0.08% 143
2018
Q2
$399K Buy
3,619
+144
+4% +$16K 0.08% 148
2018
Q1
$380K Sell
3,475
-19
-0.5% -$2.17K 0.08% 143
2017
Q4
$399K Sell
3,494
-24
-0.7% -$2.66K 0.08% 139
2017
Q3
$380K Buy
3,518
+12
+0.3% +$1.27K 0.08% 145
2017
Q2
$368K Sell
3,506
-70
-2% -$7.29K 0.08% 149
2017
Q1
$372K Sell
3,576
-129
-3% -$13.4K 0.08% 150
2016
Q4
$376K Buy
3,705
+7
+0.2% +$683 0.08% 153
2016
Q3
$351K Buy
3,698
+52
+1% +$4.95K 0.08% 152
2016
Q2
$339K Buy
3,646
+283
+8% +$25.9K 0.08% 152
2016
Q1
$302K Buy
3,363
+88
+3% +$7.51K 0.07% 153
2015
Q4
$290K Sell
3,275
-3
-0.1% -$268 0.07% 162
2015
Q3
$275K Sell
3,278
-402
-11% -$35.9K 0.07% 159
2015
Q2
$339K Buy
3,680
+170
+5% +$16K 0.08% 159
2015
Q1
$325K Sell
3,510
-282
-7% -$26.2K 0.08% 160
2014
Q4
$356K Sell
3,792
-72
-2% -$6.6K 0.1% 140
2014
Q3
$348K Sell
3,864
-102
-3% -$9.27K 0.1% 138
2014
Q2
$358K Buy
3,966
+326
+9% +$28.8K 0.1% 134
2014
Q1
$316K Sell
3,640
-488
-12% -$41.2K 0.1% 138
2013
Q4
$353K Buy
4,128
+38
+0.9% +$3.13K 0.11% 137
2013
Q3
$320K Buy
+4,090
New +$323K 0.11% 135

Other funds holding IVE

Condor Capital Management's IVE Position: Q1 2026 in Review

Condor Capital Management increased its iShares S&P 500 Value ETF (IVE) stake by 0.24% in Q1 2026, buying an estimated $77.5K and bringing the position to 149,589 shares worth $31.6M. The position accounts for 2.64% of the portfolio, ranked #7.

Condor Capital Management first reported a position in IVE in Q3 2013 and has held it in 51 quarters since. The position peaked at $31.6M in Q4 2025. 1,705 funds tracked by Wall St. Rank hold IVE as of Q1 2026.

  • Condor Capital Management held 149,589 shares of iShares S&P 500 Value ETF worth $31.6M as of Q1 2026.
  • Condor Capital Management bought 358 iShares S&P 500 Value ETF shares in Q1 2026, an estimated $77.5K.
  • iShares S&P 500 Value ETF made up 2.64% of Condor Capital Management's portfolio in Q1 2026, its #7 holding.
  • Condor Capital Management first reported a position in iShares S&P 500 Value ETF in Q3 2013 and has held it in 51 quarters since.
  • Condor Capital Management's iShares S&P 500 Value ETF position peaked at $31.6M in Q4 2025.
  • 1,705 funds tracked by Wall St. Rank held iShares S&P 500 Value ETF as of Q1 2026.

Based on Condor Capital Management's 13F filing for Q1 2026, filed 11 May 2026.