Parsons Capital Management’s iShares Morningstar Mid-Cap ETF IMCB Stock Holding History

Parsons Capital Management’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
2026 Q2	$1.66M	Hold	17,198	–	–	0.08%	223
2026 Q1	$1.43M	Hold	17,198	–	–	0.07%	229
2025 Q4	$1.42M	Sell	17,198 -300	-2%	-$24.8K	0.08%	208
2025 Q3	$1.45M	Hold	17,498	–	–	0.08%	205
2025 Q2	$1.39M	Sell	17,498 -320	-2%	-$24K	0.09%	197
2025 Q1	$1.32M	Sell	17,818 -1,170	-6%	-$90.2K	0.07%	217
2024 Q4	$1.45M	Sell	18,988 -150	-0.8%	-$11.7K	0.08%	199
2024 Q3	$1.45M	Hold	19,138	–	–	0.09%	191
2024 Q2	$1.34M	Hold	19,138	–	–	0.09%	193
2024 Q1	$1.39M	Hold	19,138	–	–	0.1%	192
2023 Q4	$1.28M	Hold	19,138	–	–	0.09%	193
2023 Q3	$1.14M	Sell	19,138 -530	-3%	-$33.4K	0.09%	190
2023 Q2	$1.24M	Hold	19,668	–	–	0.1%	185
2023 Q1	$1.19M	Hold	19,668	–	–	0.1%	185
2022 Q4	$1.15M	Hold	19,668	–	–	0.1%	187
2022 Q3	$1.06M	Sell	19,668 -208	-1%	-$12.4K	0.1%	187
2022 Q2	$1.12M	Sell	19,876 -140	-0.7%	-$8.65K	0.1%	190
2022 Q1	$1.35M	Sell	20,016 -312	-2%	-$20.8K	0.1%	182
2021 Q4	$1.45M	Hold	20,328	–	–	0.1%	178
2021 Q3	$1.35M	Hold	20,328	–	–	0.11%	187
2021 Q2	$1.36M	Sell	20,328 -440	-2%	-$28.9K	0.1%	184
2021 Q1	$1.31M	Hold	20,768	–	–	0.11%	180
2020 Q4	$1.22M	Buy	20,768 +480	+2%	+$26.3K	0.1%	181
2020 Q3	$1.02M	Hold	20,288	–	–	0.1%	176
2020 Q2	$935K	Sell	20,288 -1,060	-5%	-$46.1K	0.1%	172
2020 Q1	$817K	Sell	21,348 -440	-2%	-$21.3K	0.11%	167
2019 Q4	$1.14M	Hold	21,788	–	–	0.11%	166
2019 Q3	$1.08M	Hold	21,788	–	–	0.12%	170
2019 Q2	$1.06M	Sell	21,788 -200	-0.9%	-$9.57K	0.12%	167
2019 Q1	$1.03M	Sell	21,988 -1,380	-6%	-$62.4K	0.11%	174
2018 Q4	$944K	Hold	23,368	–	–	0.12%	166
2018 Q3	$1.11M	Hold	23,368	–	–	0.12%	167
2018 Q2	$1.07M	Hold	23,368	–	–	0.12%	163
2018 Q1	$1.06M	Sell	23,368 -380	-2%	-$17.7K	0.12%	162
2017 Q4	$1.1M	Hold	23,748	–	–	0.12%	164
2017 Q3	$1.04M	Buy	23,748 +92	+0.4%	+$3.93K	0.12%	168
2017 Q2	$998K	Hold	23,656	–	–	0.12%	165
2017 Q1	$985K	Sell	23,656 -66,804	-74%	-$2.74M	0.12%	162
2016 Q4	$3.56M	Sell	90,460 -440	-0.5%	-$17K	0.47%	49
2016 Q3	$3.51M	Hold	90,900	–	–	0.47%	49
2016 Q2	$3.39M	Sell	90,900 -1,840	-2%	-$67.7K	0.46%	49
2016 Q1	$3.37M	Buy	92,740 +140	+0.2%	+$4.76K	0.46%	51
2015 Q4	$3.31M	Sell	92,600 -6,108	-6%	-$222K	0.47%	50
2015 Q3	$3.4M	Buy	98,708 +2,280	+2%	+$83.9K	0.5%	52
2015 Q2	$3.64M	Sell	96,428 -28	-0%	-$1.08K	0.48%	56
2015 Q1	$3.71M	Buy	96,456 +1,280	+1%	+$48K	0.52%	49
2014 Q4	$3.51M	Sell	95,176 -100	-0.1%	-$3.57K	0.46%	55
2014 Q3	$3.31M	Sell	95,276 -60	-0.1%	-$2.12K	0.46%	55
2014 Q2	$3.36M	Sell	95,336 -2,580	-3%	-$87.6K	0.46%	57
2014 Q1	$3.31M	Buy	97,916 +3,040	+3%	+$99.9K	0.47%	55
2013 Q4	$3.07M	Buy	94,876 +440	+0.5%	+$13.7K	0.46%	58
2013 Q3	$2.8M	Buy	94,436 +840	+0.9%	+$24.6K	0.46%	58
2013 Q2	$2.6M	Buy	+93,596	New	+$2.63M	0.45%	61

Other funds holding IMCB

SFG

Sunburst Financial Group Vestavia Hills, Alabama $617M AUM 18% 1-Year Est. Return

MTC

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

NWA

Northwest Wealth Advisors Bellingham, Washington $174M AUM

Fortitude Financial Spokane, Washington $111M AUM 16.12% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

YWS

Yarger Wealth Strategies Westerville, Ohio $278M AUM 22.01% 1-Year Est. Return

Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Parsons Capital Management's IMCB Position: Q2 2026 in Review

Parsons Capital Management held its iShares Morningstar Mid-Cap ETF (IMCB) position steady in Q2 2026 at 17,198 shares worth $1.66M. The position accounts for 0.08% of the portfolio, ranked #223.

Parsons Capital Management first reported a position in IMCB in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.71M in Q1 2015. 47 funds tracked by Wall St. Rank hold IMCB as of Q2 2026.

Parsons Capital Management held 17,198 shares of iShares Morningstar Mid-Cap ETF worth $1.66M as of Q2 2026.
Parsons Capital Management left its iShares Morningstar Mid-Cap ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap ETF made up 0.08% of Parsons Capital Management's portfolio in Q2 2026, its #223 holding.
Parsons Capital Management first reported a position in iShares Morningstar Mid-Cap ETF in Q2 2013 and has held it in 53 quarters since.
Parsons Capital Management's iShares Morningstar Mid-Cap ETF position peaked at $3.71M in Q1 2015.
47 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.