Meredith Wealth Planning IMTM holdings history
ISHARES MSCI INTL MOMENTUM F · CUSIP 46434V449 · CIK 1956471
As of 2026-06-30, Meredith Wealth Planning reported 86.86K IMTM (shares), valued at $4.63M, or 1.09% of its reported non-derivative portfolio. Filed 2026-07-24.
Verify history & sources →Shares increased 0.43%; reported value increased 11.54%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 1.09% | 86,855 | SEC filing ↗Filed Jul 24, 2026 |
| Q1 2026 | 1.13% | 86,479 | SEC filing ↗Filed Apr 27, 2026 |
| Q4 2025 | 3.40% | 238,317 | SEC filing ↗Filed Jan 16, 2026 |
| Q3 2025 | 3.55% | 233,961 | SEC filing ↗Filed Oct 21, 2025 |
| Q2 2025 | 3.95% | 237,925 | SEC filing ↗Filed Jul 16, 2025 |
| Q1 2025 | 4.03% | 228,883 | SEC filing ↗Filed May 8, 2025 |
| Q4 2024 | 3.85% | 230,933 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 4.24% | 220,213 | SEC filing ↗Filed Oct 18, 2024 |
| Q2 2024 | 4.49% | 221,550 | SEC filing ↗Filed Jul 24, 2024 |
| Q1 2024 | 4.85% | 221,640 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 4.72% | 221,449 | SEC filing ↗Filed Jan 25, 2024 |
| Q3 2023 | 6.64% | 283,748 | SEC filing ↗Filed Oct 16, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 6.64% | 283,748 | $8.93M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 16, 2023 |
| Q4 2023 | 4.72% | 221,449 | $7.59M | Shares decreased 21.96%; reported value decreased 14.99%, and weight changed -1.92 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 25, 2024 |
| Q1 2024 | 4.85% | 221,640 | $8.69M | Shares increased 0.09%; reported value increased 14.51%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 4.49% | 221,550 | $8.57M | Shares decreased 0.04%; reported value decreased 1.42%, and weight changed -0.36 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2024 |
| Q3 2024 | 4.24% | 220,213 | $8.89M | Shares decreased 0.60%; reported value increased 3.74%, and weight changed -0.25 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 18, 2024 |
| Q4 2024 | 3.85% | 230,933 | $8.64M | Shares increased 4.87%; reported value decreased 2.87%, and weight changed -0.39 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 4.03% | 228,883 | $9.14M | Shares decreased 0.89%; reported value increased 5.84%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2025 |
| Q2 2025 | 3.95% | 237,925 | $10.87M | Shares increased 3.95%; reported value increased 18.92%, and weight changed -0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 16, 2025 |
| Q3 2025 | 3.55% | 233,961 | $11.20M | Shares decreased 1.67%; reported value increased 3.05%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 21, 2025 |
| Q4 2025 | 3.40% | 238,317 | $11.43M | Shares increased 1.86%; reported value increased 2.05%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 16, 2026 |
| Q1 2026 | 1.13% | 86,479 | $4.15M | Shares decreased 63.71%; reported value decreased 63.67%, and weight changed -2.27 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 27, 2026 |
| Q2 2026 | 1.09% | 86,855 | $4.63M | Shares increased 0.43%; reported value increased 11.54%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 24, 2026 |
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