Gladstone Institutional Advisory’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Gladstone Institutional Advisory’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	$387K	Buy	7,260 +247	+4%	+$12.9K	0.01%	668
2026 Q1	$337K	Sell	7,013 -1,188	-14%	-$59.5K	0.01%	636
2025 Q4	$393K	Sell	8,201 -663	-7%	-$31.8K	0.01%	554
2025 Q3	$424K	Sell	8,864 -668	-7%	-$30.9K	0.02%	561
2025 Q2	$435K	Buy	9,532 +208	+2%	+$8.89K	0.02%	531
2025 Q1	$372K	Buy	9,324 +992	+12%	+$39.2K	0.02%	542
2024 Q4	$312K	Buy	8,332 +328	+4%	+$12.8K	0.01%	572
2024 Q3	$323K	Buy	8,004 +11	+0.1%	+$430	0.02%	557
2024 Q2	$309K	Buy	+7,993	New	+$309K	0.02%	532

Other funds holding IMTM

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Gladstone Institutional Advisory's IMTM Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 3.5% in Q2 2026, buying an estimated $12.9K and bringing the position to 7,260 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #668.

Gladstone Institutional Advisory first reported a position in IMTM in Q2 2024 and has held it in 9 quarters since. The position peaked at $435K in Q2 2025. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Gladstone Institutional Advisory held 7,260 shares of iShares MSCI Intl Momentum Factor ETF worth $387K as of Q2 2026.
Gladstone Institutional Advisory bought 247 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $12.9K.
iShares MSCI Intl Momentum Factor ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #668 holding.
Gladstone Institutional Advisory first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2024 and has held it in 9 quarters since.
Gladstone Institutional Advisory's iShares MSCI Intl Momentum Factor ETF position peaked at $435K in Q2 2025.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.