Parallel Advisors’s iShares Russell Mid-Cap ETF IWR Stock Holding History

Parallel Advisors’s Portfolio IWR Stock Details IWR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.2M	Sell	22,645 -569	-2%	-$56.8K	0.04%	278
2025 Q4	$2.23M	Buy	23,214 +1,924	+9%	+$185K	0.04%	271
2025 Q3	$2.06M	Sell	21,290 -177	-0.8%	-$16.8K	0.04%	279
2025 Q2	$1.97M	Sell	21,467 -970	-4%	-$83.8K	0.04%	276
2025 Q1	$1.91M	Buy	22,437 +1,329	+6%	+$119K	0.04%	260
2024 Q4	$1.87M	Buy	21,108 +3,100	+17%	+$281K	0.04%	259
2024 Q3	$1.59M	Buy	18,008 +857	+5%	+$72.2K	0.04%	288
2024 Q2	$1.39M	Buy	17,151 +209	+1%	+$17K	0.04%	291
2024 Q1	$1.42M	Sell	16,942 -124	-0.7%	-$9.83K	0.04%	287
2023 Q4	$1.33M	Sell	17,066 -1,984	-10%	-$141K	0.04%	284
2023 Q3	$1.32M	Buy	19,050 +4,849	+34%	+$354K	0.04%	261
2023 Q2	$1.04M	Sell	14,201 -55	-0.4%	-$3.83K	0.03%	309
2023 Q1	$997K	Buy	14,256 +1,791	+14%	+$126K	0.03%	309
2022 Q4	$841K	Sell	12,465 -1,888	-13%	-$127K	0.04%	291
2022 Q3	$892K	Sell	14,353 -235	-2%	-$16.2K	0.04%	264
2022 Q2	$943K	Buy	14,588 +204	+1%	+$14.5K	0.04%	254
2022 Q1	$1.14M	Buy	14,384 +1	+0%	+$77	0.05%	248
2021 Q4	$1.19M	Sell	14,383 -1,575	-10%	-$129K	0.04%	248
2021 Q3	$1.25M	Sell	15,958 -12	-0.1%	-$961	0.05%	226
2021 Q2	$1.26M	Sell	15,970 -2,595	-14%	-$201K	0.05%	218
2021 Q1	$1.37M	Hold	18,565	–	–	0.06%	190
2020 Q4	$1.27M	Buy	18,565 +4,820	+35%	+$307K	0.07%	183
2020 Q3	$789K	Buy	13,745 +5,809	+73%	+$331K	0.05%	216
2020 Q2	$425K	Buy	7,936 +500	+7%	+$25.1K	0.03%	327
2020 Q1	$321K	Buy	7,436 +2,613	+54%	+$144K	0.03%	336
2019 Q4	$288K	Sell	4,823 -599	-11%	-$34.4K	0.02%	408
2019 Q3	$303K	Hold	5,422	–	–	0.03%	377
2019 Q2	$303K	Sell	5,422 -139	-2%	-$7.63K	0.03%	348
2019 Q1	$300K	Buy	5,561 +1	+0%	+$52	0.03%	316
2018 Q4	$258K	Sell	5,560 -124	-2%	-$6.25K	0.04%	309
2018 Q3	$313K	Hold	5,684	–	–	0.04%	293
2018 Q2	$301K	Buy	5,684 +124	+2%	+$6.53K	0.04%	255
2018 Q1	$287K	Sell	5,560 -180	-3%	-$9.48K	0.04%	258
2017 Q4	$299K	Sell	5,740 -600	-9%	-$30.5K	0.05%	252
2017 Q3	$319K	Sell	6,340 -600	-9%	-$29K	0.05%	238
2017 Q2	$337K	Buy	6,940 +1,656	+31%	+$78.5K	0.06%	232
2017 Q1	$249K	Buy	5,284 +412	+8%	+$19.1K	0.05%	258
2016 Q4	$218K	Buy	+4,872	New	+$213K	0.05%	239

Other funds holding IWR

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Parallel Advisors's IWR Position: Q1 2026 in Review

Parallel Advisors reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.5% in Q1 2026, selling an estimated $56.8K and leaving 22,645 shares worth $2.2M. The position accounts for 0.04% of the portfolio, ranked #278.

Parallel Advisors first reported a position in IWR in Q4 2016 and has held it in 38 quarters since. The position peaked at $2.23M in Q4 2025. 1,514 funds tracked by Wall St. Rank hold IWR as of Q1 2026.

Parallel Advisors held 22,645 shares of iShares Russell Mid-Cap ETF worth $2.2M as of Q1 2026.
Parallel Advisors sold 569 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $56.8K.
iShares Russell Mid-Cap ETF made up 0.04% of Parallel Advisors's portfolio in Q1 2026, its #278 holding.
Parallel Advisors first reported a position in iShares Russell Mid-Cap ETF in Q4 2016 and has held it in 38 quarters since.
Parallel Advisors's iShares Russell Mid-Cap ETF position peaked at $2.23M in Q4 2025.
1,514 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.

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