New Insight Wealth Advisors’s Virtus KAR Mid-Cap ETF KMID Stock Holding History

New Insight Wealth Advisors’s Portfolio KMID Stock Details KMID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.4M	Sell	175,559 -64,928	-27%	-$1.61M	1.3%	21
2026 Q1	$5.73M	Sell	240,487 -1,207	-0.5%	-$30.2K	2.06%	13
2025 Q4	$5.89M	Buy	241,694 +3,957	+2%	+$96.4K	2.1%	14
2025 Q3	$5.86M	Buy	237,737 +10,593	+5%	+$263K	2.21%	11
2025 Q2	$5.7M	Buy	227,144 +70,812	+45%	+$1.7M	2.34%	11
2025 Q1	$3.71M	Buy	156,332 +89,743	+135%	+$2.19M	1.68%	17
2024 Q4	$1.62M	Buy	+66,589	New	+$1.68M	0.81%	24

Other funds holding KMID

AFG

Allegheny Financial Group Pittsburgh, Pennsylvania $942M AUM 20.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

KFSN

Keystone Financial Services (Nebraska) Omaha, Nebraska $166M AUM 19.6% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $10.6B AUM 25.02% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

ARG

Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return

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

New Insight Wealth Advisors reduced its Virtus KAR Mid-Cap ETF (KMID) stake by 27% in Q2 2026, selling an estimated $1.61M and leaving 175,559 shares worth $4.4M. The position accounts for 1.3% of the portfolio, ranked #21.

New Insight Wealth Advisors first reported a position in KMID in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.89M in Q4 2025. 16 funds tracked by Wall St. Rank hold KMID as of Q2 2026.

New Insight Wealth Advisors held 175,559 shares of Virtus KAR Mid-Cap ETF worth $4.4M as of Q2 2026.
New Insight Wealth Advisors sold 64,928 Virtus KAR Mid-Cap ETF shares in Q2 2026, an estimated $1.61M.
Virtus KAR Mid-Cap ETF made up 1.3% of New Insight Wealth Advisors's portfolio in Q2 2026, its #21 holding.
New Insight Wealth Advisors first reported a position in Virtus KAR Mid-Cap ETF in Q4 2024 and has held it in 7 quarters since.
New Insight Wealth Advisors's Virtus KAR Mid-Cap ETF position peaked at $5.89M in Q4 2025.
16 funds tracked by Wall St. Rank held Virtus KAR Mid-Cap ETF as of Q2 2026.

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