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 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 $11.8B AUM 9.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

OWM

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Parallel Advisors's IMCV Position: Q1 2026 in Review

Parallel Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 4,703 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #817.

Parallel Advisors first reported a position in IMCV in Q3 2024 and has held it in 6 quarters since. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

Parallel Advisors held 4,703 shares of iShares Morningstar Mid-Cap Value ETF worth $399K as of Q1 2026.
Parallel Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.01% of Parallel Advisors's portfolio in Q1 2026, its #817 holding.
Parallel Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q3 2024 and has held it in 6 quarters since.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.