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

Parallel Advisors’s Portfolio IMCV Stock Details IMCV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Hold	4,703	–	–	0.01%	867
2026 Q1	$399K	Hold	4,703	–	–	0.01%	817
2025 Q4	$387K	Sell	4,703 -65	-1%	-$5.25K	0.01%	781
2025 Q3	$383K	Sell	4,768 -82	-2%	-$6.44K	0.01%	768
2025 Q2	$369K	Buy	4,850 +1,300	+37%	+$94.6K	0.01%	752
2025 Q1	$263K	Buy	+3,550	New	+$267K	0.01%	838
2024 Q4	–	Sell	-169	Closed	-$13K	–	3570
2024 Q3	$13K	Buy	+169	New	+$12.4K	﹤0.01%	2308

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Parallel Advisors's IMCV Position: Q2 2026 in Review

Parallel Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 4,703 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #867.

Parallel Advisors first reported a position in IMCV in Q3 2024 and has held it in 7 quarters since. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

Parallel Advisors held 4,703 shares of iShares Morningstar Mid-Cap Value ETF worth $430K as of Q2 2026.
Parallel Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.01% of Parallel Advisors's portfolio in Q2 2026, its #867 holding.
Parallel Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 7 quarters since.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.