New Insight Wealth Advisors’s iShares Morningstar Mid-Cap Value ETF IMCV Stock Holding History

New Insight Wealth Advisors’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 Q1	$288K	Hold	3,392	–	–	0.1%	91
2025 Q4	$279K	Hold	3,392	–	–	0.1%	96
2025 Q3	$273K	Hold	3,392	–	–	0.1%	95
2025 Q2	$258K	Hold	3,392	–	–	0.11%	95
2025 Q1	$252K	Hold	3,392	–	–	0.11%	87
2024 Q4	$252K	Hold	3,392	–	–	0.13%	77
2024 Q3	$260K	Hold	3,392	–	–	0.14%	74
2024 Q2	$238K	Sell	3,392 -579	-15%	-$41K	0.14%	73
2024 Q1	$288K	Sell	3,971 -555	-12%	-$37.9K	0.18%	63
2023 Q4	$307K	Buy	+4,526	New	+$282K	0.21%	61

Other funds holding IMCV

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

OWM

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

Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

New Insight Wealth Advisors's IMCV Position: Q1 2026 in Review

New Insight Wealth Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q1 2026 at 3,392 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #91.

New Insight Wealth Advisors first reported a position in IMCV in Q4 2023 and has held it in 10 quarters since. The position peaked at $307K in Q4 2023. 172 funds tracked by Wall St. Rank hold IMCV as of Q1 2026.

New Insight Wealth Advisors held 3,392 shares of iShares Morningstar Mid-Cap Value ETF worth $288K as of Q1 2026.
New Insight Wealth Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q1 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.1% of New Insight Wealth Advisors's portfolio in Q1 2026, its #91 holding.
New Insight Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 10 quarters since.
New Insight Wealth Advisors's iShares Morningstar Mid-Cap Value ETF position peaked at $307K in Q4 2023.
172 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q1 2026.

Based on New Insight Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.