AWM
ISTM

AE Wealth Management’s iShares Strategic Metals ETF ISTM Stock Holding History

AE Wealth Management’s Portfolio ISTM Stock Details ISTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$517K Buy
18,007
+1,733
+11% +$54.4K ﹤0.01% 1203
2026
Q1 		$491K Buy
+16,274
New +$507K ﹤0.01% 1125

Other funds holding ISTM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
EFG
Ehrlich Financial Group Laguna Niguel, California $194M AUM 19.44% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $179M AUM
FGC
First Growth Capital Pikesville, Maryland $132M AUM
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $391M AUM 21.78% 1-Year Est. Return

AE Wealth Management's ISTM Position: Q2 2026 in Review

AE Wealth Management increased its iShares Strategic Metals ETF (ISTM) stake by 11% in Q2 2026, buying an estimated $54.4K and bringing the position to 18,007 shares worth $517K. The position accounts for ﹤0.01% of the portfolio, ranked #1203.

AE Wealth Management first reported a position in ISTM in Q1 2026 and has held it in 2 quarters since. 20 funds tracked by Wall St. Rank hold ISTM as of Q2 2026.

  • AE Wealth Management held 18,007 shares of iShares Strategic Metals ETF worth $517K as of Q2 2026.
  • AE Wealth Management bought 1,733 iShares Strategic Metals ETF shares in Q2 2026, an estimated $54.4K.
  • iShares Strategic Metals ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1203 holding.
  • AE Wealth Management first reported a position in iShares Strategic Metals ETF in Q1 2026 and has held it in 2 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.