IHWM
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Iron Horse Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Iron Horse 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
2025
Q2 		$1K Hold
22
– – ﹤0.01% 514
2025
Q1 		$879 Buy
+22
New +$870 ﹤0.01% 521

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iron Horse Wealth Management's IMTM Position: Q2 2025 in Review

Iron Horse Wealth Management held its iShares MSCI Intl Momentum Factor ETF (IMTM) position steady in Q2 2025 at 22 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #514.

Iron Horse Wealth Management first reported a position in IMTM in Q1 2025 and has held it in 2 quarters since. 192 funds tracked by Wall St. Rank hold IMTM as of Q2 2025.

  • Iron Horse Wealth Management held 22 shares of iShares MSCI Intl Momentum Factor ETF worth $1K as of Q2 2025.
  • Iron Horse Wealth Management left its iShares MSCI Intl Momentum Factor ETF share count unchanged in Q2 2025.
  • iShares MSCI Intl Momentum Factor ETF made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #514 holding.
  • Iron Horse Wealth Management first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2025 and has held it in 2 quarters since.
  • 192 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.