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

SpiderRock 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
2024
Q3 		$588K Buy
14,572
+1,882
+15% +$73.6K 0.01% 590
2024
Q2 		$491K Buy
12,690
+1,882
+17% +$72.6K 0.01% 563
2024
Q1 		$416K Buy
+10,808
New +$394K 0.01% 572

Other funds holding IMTM

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Armbruster Capital Management Pittsford, New York $671M AUM 24.78% 1-Year Est. Return

SpiderRock Advisors's IMTM Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 15% in Q3 2024, buying an estimated $73.6K and bringing the position to 14,572 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #590.

SpiderRock Advisors first reported a position in IMTM in Q1 2024 and has held it in 3 quarters since. 151 funds tracked by Wall St. Rank hold IMTM as of Q3 2024.

  • SpiderRock Advisors held 14,572 shares of iShares MSCI Intl Momentum Factor ETF worth $588K as of Q3 2024.
  • SpiderRock Advisors bought 1,882 iShares MSCI Intl Momentum Factor ETF shares in Q3 2024, an estimated $73.6K.
  • iShares MSCI Intl Momentum Factor ETF made up 0.01% of SpiderRock Advisors's portfolio in Q3 2024, its #590 holding.
  • SpiderRock Advisors first reported a position in iShares MSCI Intl Momentum Factor ETF in Q1 2024 and has held it in 3 quarters since.
  • 151 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.