LWM
Lodestone Wealth Management’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Sell |
6,255
-121
| -2% | -$5.53K | 0.14% | 137 |
|
|
2025
Q1 | $255K | Buy |
6,376
+21
| +0.3% | +$839 | 0.14% | 135 |
|
|
2024
Q4 | $238K | Sell |
6,355
-18
| -0.3% | -$673 | 0.12% | 134 |
|
|
2024
Q3 | $257K | Sell |
6,373
-1,145
| -15% | -$46.2K | 0.13% | 125 |
|
|
2024
Q2 | $291K | Sell |
7,518
-2,084
| -22% | -$80.6K | 0.15% | 122 |
|
|
2024
Q1 | $377K | Hold |
9,602
| – | – | 0.2% | 111 |
|
|
2023
Q4 | $329K | Sell |
9,602
-1,332
| -12% | -$45.7K | 0.19% | 112 |
|
|
2023
Q3 | $344K | Sell |
10,934
-5,178
| -32% | -$163K | 0.24% | 93 |
|
|
2023
Q2 | $535K | Sell |
16,112
-12,697
| -44% | -$422K | 0.37% | 71 |
|
|
2023
Q1 | $931K | Sell |
28,809
-547
| -2% | -$17.7K | 0.72% | 46 |
|
|
2022
Q4 | $905K | Buy |
+29,356
| New | +$905K | 0.73% | 48 |
|