AssetMark Inc
IMTM icon

AssetMark Inc’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

AssetMark Inc’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
Q3 		$36.7K Buy
698
+127
+22% +$6.73K ﹤0.01% 2002
2026
Q2 		$30.5K Sell
571
-402
-41% -$21K ﹤0.01% 2030
2026
Q1 		$46.7K Sell
973
-158
-14% -$7.92K ﹤0.01% 1770
2025
Q4 		$54.3K Buy
1,131
+164
+17% +$7.85K ﹤0.01% 1692
2025
Q3 		$46.3K Hold
967
– – ﹤0.01% 1657
2025
Q2 		$44.2K Sell
967
-674
-41% -$28.8K ﹤0.01% 1601
2025
Q1 		$65.5K Buy
1,641
+654
+66% +$25.9K ﹤0.01% 1375
2024
Q4 		$36.9K Sell
987
-20
-2% -$781 ﹤0.01% 1505
2024
Q3 		$40.7K Buy
+1,007
New +$39.4K ﹤0.01% 1337
2024
Q2 		– Sell
-89
Closed -$3.49K – 2174
2024
Q1 		$3.49K Buy
+89
New +$3.25K ﹤0.01% 1512
2020
Q2 		– Sell
-389
Closed -$10K – 1344
2020
Q1 		$10K Hold
389
– – ﹤0.01% 990
2019
Q4 		$12K Sell
389
-14
-3% -$422 ﹤0.01% 1001
2019
Q3 		$12K Hold
403
– – ﹤0.01% 955
2019
Q2 		$12K Buy
+403
New +$11.7K ﹤0.01% 954

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Symmetry Partners
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 12.39% 1-Year Est. Return
Acropolis Investment Management
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Armbruster Capital Management
Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return
Shore Point Advisors
Shore Point Advisors Brielle, New Jersey $315M AUM 12.9% 1-Year Est. Return
Cabot Wealth Management
Cabot Wealth Management Salem, Massachusetts $999M AUM 14.8% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

AssetMark Inc's IMTM Position: Q3 2026 in Review

AssetMark Inc increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 22% in Q3 2026, buying an estimated $6.73K and bringing the position to 698 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2002.

AssetMark Inc first reported a position in IMTM in Q2 2019 and has held it in 14 quarters since. The position peaked at $65.5K in Q1 2025. 132 funds tracked by Wall St. Rank hold IMTM as of Q3 2026.

  • AssetMark Inc held 698 shares of iShares MSCI Intl Momentum Factor ETF worth $36.7K as of Q3 2026.
  • AssetMark Inc bought 127 iShares MSCI Intl Momentum Factor ETF shares in Q3 2026, an estimated $6.73K.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2002 holding.
  • AssetMark Inc first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2019 and has held it in 14 quarters since.
  • AssetMark Inc's iShares MSCI Intl Momentum Factor ETF position peaked at $65.5K in Q1 2025.
  • 132 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.