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Planning Strategies Inc.’s iShares MSCI Intl Momentum Factor ETF IMTM Stock Holding History

Planning Strategies Inc.’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 		$487K Buy
+9,126
New +$476K 0.3% 41

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SPA
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VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $985M AUM 29.69% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

Planning Strategies Inc.'s IMTM Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in iShares MSCI Intl Momentum Factor ETF (IMTM) in Q2 2026: 9,126 shares worth $487K. The stake represents 0.3% of the portfolio and ranks #41 among its holdings.

82 funds tracked by Wall St. Rank hold IMTM as of Q2 2026.

  • Planning Strategies Inc. held 9,126 shares of iShares MSCI Intl Momentum Factor ETF worth $487K as of Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF was a new Planning Strategies Inc. position in Q2 2026.
  • iShares MSCI Intl Momentum Factor ETF made up 0.3% of Planning Strategies Inc.'s portfolio in Q2 2026, its #41 holding.
  • 82 funds tracked by Wall St. Rank held iShares MSCI Intl Momentum Factor ETF as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.