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Ashton Thomas Private Wealth’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Ashton Thomas Private Wealth’s Portfolio IMTM Stock Details IMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.64M Sell
34,096
-6,935
-17% -$348K 0.04% 414
2025
Q4 		$1.97M Sell
41,031
-21,323
-34% -$1.02M 0.05% 326
2025
Q3 		$2.99M Buy
+62,354
New +$2.88M 0.08% 253

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.75B AUM 15.4% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Ashton Thomas Private Wealth's IMTM Position: Q1 2026 in Review

Ashton Thomas Private Wealth reduced its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 17% in Q1 2026, selling an estimated $348K and leaving 34,096 shares worth $1.64M. The position accounts for 0.04% of the portfolio, ranked #414.

Ashton Thomas Private Wealth first reported a position in IMTM in Q3 2025 and has held it in 3 quarters since. The position peaked at $2.99M in Q3 2025. 231 funds tracked by Wall St. Rank hold IMTM as of Q1 2026.

  • Ashton Thomas Private Wealth held 34,096 shares of iShares MSCI Intl Momentum Factor ETF worth $1.64M as of Q1 2026.
  • Ashton Thomas Private Wealth sold 6,935 iShares MSCI Intl Momentum Factor ETF shares in Q1 2026, an estimated $348K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.04% of Ashton Thomas Private Wealth's portfolio in Q1 2026, its #414 holding.
  • Ashton Thomas Private Wealth first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 3 quarters since.
  • Ashton Thomas Private Wealth's iShares MSCI Intl Momentum Factor ETF position peaked at $2.99M in Q3 2025.
  • 231 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q1 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q1 2026, filed 11 May 2026.