N.E.W. Advisory Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History
Bought
Maintained
Sold
Other funds holding IMCV
VIA
OWM
EH
N.E.W. Advisory Services's IMCV Position: Q1 2026 in Review
N.E.W. Advisory Services held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 262 shares worth $22.2K. The position accounts for ﹤0.01% of the portfolio, ranked #489.
N.E.W. Advisory Services first reported a position in IMCV in Q1 2025 and has held it in 3 quarters since. The position peaked at $38.2K in Q1 2025. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.
- N.E.W. Advisory Services held 262 shares of iShares Morningstar Mid-Cap Value ETF worth $22.2K as of Q1 2026.
- N.E.W. Advisory Services 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 N.E.W. Advisory Services's portfolio in Q1 2026, its #489 holding.
- N.E.W. Advisory Services first reported a position in iShares Morningstar Mid-Cap Value ETF in Q1 2025 and has held it in 3 quarters since.
- N.E.W. Advisory Services's iShares Morningstar Mid-Cap Value ETF position peaked at $38.2K in Q1 2025.
- 172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.
Based on N.E.W. Advisory Services's 13F filing for Q1 2026, filed 5 May 2026.