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Dopkins Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Dopkins Wealth Management’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
Q2 		$2.63M Buy
49,392
+168
+0.3% +$8.77K 0.96% 26
2026
Q1 		$2.36M Buy
49,224
+563
+1% +$28.2K 0.95% 23
2025
Q4 		$2.33M Buy
48,661
+113
+0.2% +$5.41K 0.95% 23
2025
Q3 		$2.32M Sell
48,548
-4,147
-8% -$192K 0.98% 23
2025
Q2 		$2.41M Buy
52,695
+117
+0.2% +$5K 1.08% 22
2025
Q1 		$2.1M Buy
52,578
+10,689
+26% +$423K 1.07% 21
2024
Q4 		$1.57M Buy
41,889
+22,493
+116% +$878K 0.8% 27
2024
Q3 		$783K Sell
19,396
-7,285
-27% -$285K 0.63% 22
2024
Q2 		$1.03M Buy
26,681
+415
+2% +$16K 0.63% 25
2024
Q1 		$1.03M Buy
26,266
+1,666
+7% +$60.8K 0.62% 24
2023
Q4 		$844K Buy
24,600
+6
+0% +$195 0.66% 22
2023
Q3 		$774K Buy
24,594
+627
+3% +$20.5K 0.59% 22
2023
Q2 		$796K Buy
23,967
+9,590
+67% +$316K 0.71% 18
2023
Q1 		$465K Sell
14,377
-943
-6% -$30K 0.44% 23
2022
Q4 		$472K Buy
+15,320
New +$455K 0.42% 28

Other funds holding IMTM

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.25B AUM 17.77% 1-Year Est. Return
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFS
CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
ICP
Impact Capital Partners Greenwood Village, Colorado $367M AUM 28.36% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return