IMTM — ISHARES TR

Ownership history in Meredith Wealth Planning  ·  13 quarters on record

This page tracks every 13F SEC filing in which Meredith Wealth Planning reported a position in ISHARES TR (IMTM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
7.85% (2022 Q4)
Avg. % of fund
5.14%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 238,317 +4,356 +1.9% 3.40% $11.4M $47.97
2025 Q3 REDUCED 233,961 -3,964 -1.7% 3.55% $11.2M $46.21
2025 Q2 ADDED 237,925 +9,042 +4.0% 3.95% $10.9M $44.10
2025 Q1 REDUCED 228,883 -2,050 -0.9% 4.03% $9.1M $38.09
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IMTM price (monthly, adj. close)

Other funds also holding IMTM

As of 2025 Q4 — sorted by position size

Shore Point Advisors, LLC 3Y 7.45% Solano Wealth Investment Advisors LLC 4.79% Armbruster Capital Management, Inc. 3Y 7Y 3.66% Straight Path Wealth Management 3Y 3.66% Financial Freedom, LLC 3Y 3.14% Tacita Capital Inc 3Y 3.03% AdvisorShares Investments LLC 3Y 2.8% CGC Financial Services, LLC 2.65% Symmetry Partners, LLC 3Y 7Y 2.51% Klaas Financial Asset Advisors, LLC 3Y 2.01%
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