Venture Visionary Partners’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Venture Visionary Partners’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	$16.6M	Buy	311,126 +19,971	+7%	+$1.04M	0.46%	58
2026 Q1	$14M	Buy	291,155 +271,820	+1,406%	+$13.6M	0.47%	55
2025 Q4	$966K	Buy	19,335 +2,200	+13%	+$105K	0.03%	324
2025 Q3	$820K	Buy	17,135 +4,967	+41%	+$230K	0.03%	321
2025 Q2	$556K	Buy	+12,168	New	+$520K	0.02%	380

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

Venture Visionary Partners's IMTM Position: Q2 2026 in Review

Venture Visionary Partners increased its iShares MSCI Intl Momentum Factor ETF (IMTM) stake by 6.9% in Q2 2026, buying an estimated $1.04M and bringing the position to 311,126 shares worth $16.6M. The position accounts for 0.46% of the portfolio, ranked #58.

Venture Visionary Partners first reported a position in IMTM in Q2 2025 and has held it in 5 quarters since. 235 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

Venture Visionary Partners held 311,126 shares of iShares MSCI Intl Momentum Factor ETF worth $16.6M as of Q2 2026.
Venture Visionary Partners bought 19,971 iShares MSCI Intl Momentum Factor ETF shares in Q2 2026, an estimated $1.04M.
iShares MSCI Intl Momentum Factor ETF made up 0.46% of Venture Visionary Partners's portfolio in Q2 2026, its #58 holding.
Venture Visionary Partners first reported a position in iShares MSCI Intl Momentum Factor ETF in Q2 2025 and has held it in 5 quarters since.
235 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.