Parallel Advisors’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Parallel Advisors’s Portfolio IMCB Stock Details IMCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-580	Closed	-$38.9K	–	3366
2023 Q4	$38.9K	Buy	+580	New	+$35.6K	﹤0.01%	1563
2021 Q3	–	Sell	-76	Closed	-$5K	–	3158
2021 Q2	$5K	Hold	76	–	–	﹤0.01%	2292
2021 Q1	$5K	Hold	76	–	–	﹤0.01%	2184
2020 Q4	$4K	Hold	76	–	–	﹤0.01%	2101
2020 Q3	$4K	Buy	76 +4	+6%	+$198	﹤0.01%	2099
2020 Q2	$3K	Hold	72	–	–	﹤0.01%	2099
2020 Q1	$2K	Sell	72 -4	-5%	-$194	﹤0.01%	2136
2019 Q4	$4K	Hold	76	–	–	﹤0.01%	2023
2019 Q3	$4K	Hold	76	–	–	﹤0.01%	1984
2019 Q2	$4K	Hold	76	–	–	﹤0.01%	1901
2019 Q1	$3K	Buy	76 +4	+6%	+$181	﹤0.01%	1978
2018 Q4	$2K	Hold	72	–	–	﹤0.01%	1876
2018 Q3	$3K	Hold	72	–	–	﹤0.01%	1902
2018 Q2	$3K	Hold	72	–	–	﹤0.01%	1740
2018 Q1	$3K	Hold	72	–	–	﹤0.01%	1729
2017 Q4	$3K	Hold	72	–	–	﹤0.01%	1748
2017 Q3	$3K	Hold	72	–	–	﹤0.01%	1756
2017 Q2	$3K	Sell	72 -532	-88%	-$22.4K	﹤0.01%	1766
2017 Q1	$25K	Buy	+604	New	+$24.8K	0.01%	877

Other funds holding IMCB

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

SCM

Steele Capital Management Dubuque, Iowa $2.41B AUM 16.65% 1-Year Est. Return

MTC

Matrix Trust Company Denver, Colorado $690M AUM 19.61% 1-Year Est. Return

Parallel Advisors's IMCB Position: Q1 2024 in Review

Parallel Advisors sold out of iShares Morningstar Mid-Cap ETF (IMCB) in Q1 2024, closing a stake of 580 shares — an estimated $38.9K sold.

Parallel Advisors first reported a position in IMCB in Q1 2017 and held it in 19 quarters. The position peaked at $38.9K in Q4 2023. 168 funds tracked by Wall St. Rank hold IMCB as of Q1 2024.

Parallel Advisors reported no remaining iShares Morningstar Mid-Cap ETF position as of Q1 2024 after selling out during the quarter.
Parallel Advisors sold 580 iShares Morningstar Mid-Cap ETF shares in Q1 2024, an estimated $38.9K.
Parallel Advisors first reported a position in iShares Morningstar Mid-Cap ETF in Q1 2017 and held it in 19 quarters.
Parallel Advisors's iShares Morningstar Mid-Cap ETF position peaked at $38.9K in Q4 2023.
168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q1 2024.

Based on Parallel Advisors's 13F filing for Q1 2024, filed 6 May 2024.