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

Independent Solutions 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	$4.84M	Buy	90,720 +7,663	+9%	+$400K	0.63%	43
2026 Q1	$3.99M	Buy	83,057 +34,388	+71%	+$1.72M	0.59%	43
2025 Q4	$2.33M	Buy	48,669 +7,639	+19%	+$366K	0.43%	77
2025 Q3	$1.96M	Buy	+41,030	New	+$1.9M	0.35%	88

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

Independent Solutions Wealth Management's IMTM Position: Q2 2026 in Review

Independent Solutions Wealth Management increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 9.2% in Q2 2026, buying an estimated $400K and bringing the position to 90,720 shares worth $4.84M. The position accounts for 0.63% of the portfolio, ranked #43.

Independent Solutions Wealth Management first reported a position in IMTM in Q3 2025 and has held it in 4 quarters since. 236 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Independent Solutions Wealth Management held 90,720 shares of iShares MSCI Intl Momentum Factor ETF worth $4.84M as of Q2 2026.
Independent Solutions Wealth Management bought 7,663 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $400K.
iShares MSCI Intl Momentum Factor ETF made up 0.63% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #43 holding.
Independent Solutions Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q3 2025 and has held it in 4 quarters since.
236 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.