N.E.W. Advisory Services’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

N.E.W. Advisory Services’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 Q2	$24K	Hold	262	–	–	﹤0.01%	494
2026 Q1	$22.2K	Hold	262	–	–	﹤0.01%	489
2025 Q4	$21.6K	Buy	+262	New	+$21.2K	﹤0.01%	494
2025 Q2	–	Sell	-515	Closed	-$38.2K	–	878
2025 Q1	$38.2K	Buy	+515	New	+$38.8K	﹤0.01%	395

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

OWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BDF

Black Diamond Financial Towson, Maryland $1.13B AUM 22.3% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

N.E.W. Advisory Services's IMCV Position: Q2 2026 in Review

N.E.W. Advisory Services held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 262 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #494.

N.E.W. Advisory Services first reported a position in IMCV in Q1 2025 and has held it in 4 quarters since. The position peaked at $38.2K in Q1 2025. 169 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

N.E.W. Advisory Services held 262 shares of iShares Morningstar Mid-Cap Value ETF worth $24K as of Q2 2026.
N.E.W. Advisory Services left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #494 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 4 quarters since.
N.E.W. Advisory Services's iShares Morningstar Mid-Cap Value ETF position peaked at $38.2K in Q1 2025.
169 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.