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Ishares Tr int dev mom fc shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Ishares Tr int dev mom fc (IMTM) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Ishares Tr int dev mom fc

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr int dev mom fc held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr int dev mom fc by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.2M 25k 48.00
2025-12-31 $1.1M 23k 48.00
2025-09-30 $991k 21k 47.88
2025-06-30 $764k 17k 45.32
2025-03-31 $266k 6.6k 40.12

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View all positions for Medallion Wealth Advisors

Top funds holding Ishares Tr int dev mom fc

Mercer Global Advisors
Comprehensive Portfolio Management
Morgan Stanley
Northwestern Mutual Wealth Management Company
Symmetry Partner
Charles Schwab Investment Management
Bank of America Corporation
Ameriprise Financial
Acropolis Investment Management
FMR
Mariner Wealth Advisors
Envestnet Asset Management
UBS Group
Janney Montgomery Scott
Great Valley Advisor Group

View all funds holding Ishares Tr int dev mom fc