Parallel Advisors’s iShares Russell Mid-Cap Value ETF IWS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.6M | Sell |
17,844
-27
| -0.2% | -$4.01K | 0.05% | 250 |
|
|
2025
Q4 | $2.52M | Buy |
17,871
+3,609
| +25% | +$505K | 0.05% | 244 |
|
|
2025
Q3 | $1.99M | Buy |
14,262
+4,372
| +44% | +$598K | 0.04% | 285 |
|
|
2025
Q2 | $1.31M | Buy |
9,890
+4,031
| +69% | +$506K | 0.03% | 352 |
|
|
2025
Q1 | $738K | Buy |
5,859
+3,200
| +120% | +$417K | 0.02% | 468 |
|
|
2024
Q4 | $344K | Buy |
2,659
+17
| +0.6% | +$2.27K | 0.01% | 713 |
|
|
2024
Q3 | $350K | Sell |
2,642
-2
| -0.1% | -$253 | 0.01% | 702 |
|
|
2024
Q2 | $319K | Sell |
2,644
-391
| -13% | -$47.5K | 0.01% | 692 |
|
|
2024
Q1 | $380K | Buy |
3,035
+191
| +7% | +$22.5K | 0.01% | 616 |
|
|
2023
Q4 | $331K | Buy |
2,844
+380
| +15% | +$40.5K | 0.01% | 619 |
|
|
2023
Q3 | $257K | Buy |
2,464
+1,294
| +111% | +$143K | 0.01% | 682 |
|
|
2023
Q2 | $129K | Buy |
1,170
+114
| +11% | +$12K | ﹤0.01% | 968 |
|
|
2023
Q1 | $112K | Buy |
1,056
+878
| +493% | +$95.8K | ﹤0.01% | 1008 |
|
|
2022
Q4 | $18.8K | Sell |
178
-9
| -5% | -$944 | ﹤0.01% | 1737 |
|
|
2022
Q3 | $18K | Sell |
187
-756
| -80% | -$80.8K | ﹤0.01% | 1728 |
|
|
2022
Q2 | $96K | Buy |
943
+314
| +50% | +$35.1K | ﹤0.01% | 978 |
|
|
2022
Q1 | $76K | Sell |
629
-298
| -32% | -$35.1K | ﹤0.01% | 1099 |
|
|
2021
Q4 | $113K | Sell |
927
-51
| -5% | -$6.09K | ﹤0.01% | 963 |
|
|
2021
Q3 | $111K | Buy |
978
+51
| +6% | +$5.9K | ﹤0.01% | 939 |
|
|
2021
Q2 | $107K | Sell |
927
-120
| -11% | -$13.8K | ﹤0.01% | 923 |
|
|
2021
Q1 | $114K | Buy |
1,047
+978
| +1,417% | +$102K | 0.01% | 833 |
|
|
2020
Q4 | $7K | Sell |
69
-1,569
| -96% | -$141K | ﹤0.01% | 1927 |
|
|
2020
Q3 | $132K | Hold |
1,638
| – | – | 0.01% | 686 |
|
|
2020
Q2 | $125K | Sell |
1,638
-118
| -7% | -$8.59K | 0.01% | 682 |
|
|
2020
Q1 | $112K | Sell |
1,756
-259
| -13% | -$22.1K | 0.01% | 640 |
|
|
2019
Q4 | $191K | Sell |
2,015
-82
| -4% | -$7.49K | 0.01% | 530 |
|
|
2019
Q3 | $188K | Buy |
2,097
+259
| +14% | +$22.9K | 0.02% | 493 |
|
|
2019
Q2 | $164K | Hold |
1,838
| – | – | 0.02% | 501 |
|
|
2019
Q1 | $160K | Sell |
1,838
-298
| -14% | -$25.1K | 0.02% | 476 |
|
|
2018
Q4 | $166K | Hold |
2,136
| – | – | 0.02% | 407 |
|
|
2018
Q3 | $192K | Buy |
2,136
+338
| +19% | +$30.6K | 0.02% | 397 |
|
|
2018
Q2 | $159K | Sell |
1,798
-59
| -3% | -$5.19K | 0.02% | 418 |
|
|
2018
Q1 | $161K | Hold |
1,857
| – | – | 0.03% | 384 |
|
|
2017
Q4 | $166K | Sell |
1,857
-140
| -7% | -$12.2K | 0.03% | 359 |
|
|
2017
Q3 | $172K | Buy |
1,997
+1,000
| +100% | +$83.8K | 0.03% | 345 |
|
|
2017
Q2 | $84K | Sell |
997
-1,871
| -65% | -$156K | 0.02% | 530 |
|
|
2017
Q1 | $237K | Sell |
2,868
-502
| -15% | -$41.5K | 0.05% | 268 |
|
|
2016
Q4 | $271K | Buy |
+3,370
| New | +$263K | 0.06% | 211 |
|
Other funds holding IWS
TCIIS
FCBT
CB
Parallel Advisors's IWS Position: Q1 2026 in Review
Parallel Advisors reduced its iShares Russell Mid-Cap Value ETF (IWS) stake by 0.15% in Q1 2026, selling an estimated $4.01K and leaving 17,844 shares worth $2.6M. The position accounts for 0.05% of the portfolio, ranked #250.
Parallel Advisors first reported a position in IWS in Q4 2016 and has held it in 38 quarters since. 988 funds tracked by Wall St. Rank hold IWS as of Q1 2026.
- Parallel Advisors held 17,844 shares of iShares Russell Mid-Cap Value ETF worth $2.6M as of Q1 2026.
- Parallel Advisors sold 27 iShares Russell Mid-Cap Value ETF shares in Q1 2026, an estimated $4.01K.
- iShares Russell Mid-Cap Value ETF made up 0.05% of Parallel Advisors's portfolio in Q1 2026, its #250 holding.
- Parallel Advisors first reported a position in iShares Russell Mid-Cap Value ETF in Q4 2016 and has held it in 38 quarters since.
- 988 funds tracked by Wall St. Rank held iShares Russell Mid-Cap Value ETF as of Q1 2026.
Based on Parallel Advisors's 13F filing for Q1 2026, filed 7 May 2026.