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 Q2	$310K	Hold	3,392	–	–	0.09%	98
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 $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

New Insight Wealth Advisors's IMCV Position: Q2 2026 in Review

New Insight Wealth Advisors held its iShares Morningstar Mid-Cap Value ETF (IMCV) position steady in Q2 2026 at 3,392 shares worth $310K. The position accounts for 0.09% of the portfolio, ranked #98.

New Insight Wealth Advisors first reported a position in IMCV in Q4 2023 and has held it in 11 quarters since. 168 funds tracked by Wall St. Rank hold IMCV as of Q2 2026.

New Insight Wealth Advisors held 3,392 shares of iShares Morningstar Mid-Cap Value ETF worth $310K as of Q2 2026.
New Insight Wealth Advisors left its iShares Morningstar Mid-Cap Value ETF share count unchanged in Q2 2026.
iShares Morningstar Mid-Cap Value ETF made up 0.09% of New Insight Wealth Advisors's portfolio in Q2 2026, its #98 holding.
New Insight Wealth Advisors first reported a position in iShares Morningstar Mid-Cap Value ETF in Q4 2023 and has held it in 11 quarters since.
168 funds tracked by Wall St. Rank held iShares Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.