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IFP Advisors’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

IFP Advisors’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 		$3.16M Buy
59,205
+3,939
+7% +$206K 0.06% 366
2026
Q1 		$2.65M Buy
55,266
+15,547
+39% +$779K 0.06% 369
2025
Q4 		$1.91M Buy
39,719
+7,095
+22% +$340K 0.04% 435
2025
Q3 		$1.56M Buy
32,624
+995
+3% +$46K 0.04% 441
2025
Q2 		$1.45M Buy
31,629
+15,689
+98% +$671K 0.04% 454
2025
Q1 		$637K Buy
15,940
+13,406
+529% +$530K 0.02% 701
2024
Q4 		$94.8K Buy
2,534
+2,079
+457% +$81.2K ﹤0.01% 1494
2024
Q3 		$18.4K Hold
455
– – ﹤0.01% 2178
2024
Q2 		$17.6K Hold
455
– – ﹤0.01% 2139
2024
Q1 		$17.8K Hold
455
– – ﹤0.01% 2023
2023
Q4 		$15.6K Sell
455
-71
-13% -$2.31K ﹤0.01% 2014
2023
Q3 		$16.6K Buy
526
+106
+25% +$3.46K ﹤0.01% 2031
2023
Q2 		$13.9K Buy
420
+45
+12% +$1.48K ﹤0.01% 2177
2023
Q1 		$11.5K Sell
375
-25,820
-99% -$820K ﹤0.01% 2233
2022
Q4 		$898K Buy
26,195
+4,074
+18% +$121K 0.02% 658
2022
Q3 		$765K Buy
22,121
+20,252
+1,084% +$599K 0.02% 733
2022
Q2 		$57K Hold
1,869
– – ﹤0.01% 2067
2022
Q1 		$57K Buy
+1,869
New +$66.5K ﹤0.01% 2067

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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 $6.7B AUM 32.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
SP
Symmetry Partners Glastonbury, Connecticut $1.96B AUM 19.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

IFP Advisors's IMTM Position: Q2 2026 in Review

IFP Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 7.1% in Q2 2026, buying an estimated $206K and bringing the position to 59,205 shares worth $3.16M. The position accounts for 0.06% of the portfolio, ranked #366.

IFP Advisors first reported a position in IMTM in Q1 2022 and has held it in 18 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • IFP Advisors held 59,205 shares of iShares MSCI Intl Momentum Factor ETF worth $3.16M as of Q2 2026.
  • IFP Advisors bought 3,939 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $206K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.06% of IFP Advisors's portfolio in Q2 2026, its #366 holding.
  • IFP Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2022 and has held it in 18 quarters since.
  • 236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.