AssetMark Inc
ISTM

AssetMark Inc’s iShares Strategic Metals ETF ISTM Stock Holding History

AssetMark Inc’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
Q1 		$7.27M Buy
+240,963
New +$7.5M 0.01% 574

Other funds holding ISTM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TF
Trek Financial Scottsdale, Arizona $1.88B AUM 41.21% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GSEP
Golden State Equity Partners South Coast Metro, California $1.32B AUM 23.87% 1-Year Est. Return
SGCM
Sanchez Gaunt Capital Management Reno, Nevada $160M AUM
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
KFG
Kingdom Financial Group Peoria, Arizona $349M AUM 12.25% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

AssetMark Inc's ISTM Position: Q1 2026 in Review

AssetMark Inc opened a new position in iShares Strategic Metals ETF (ISTM) in Q1 2026: 240,963 shares worth $7.27M. The stake represents 0.01% of the portfolio and ranks #574 among its holdings.

13 funds tracked by Wall St. Rank hold ISTM as of Q1 2026.

  • AssetMark Inc held 240,963 shares of iShares Strategic Metals ETF worth $7.27M as of Q1 2026.
  • iShares Strategic Metals ETF was a new AssetMark Inc position in Q1 2026.
  • iShares Strategic Metals ETF made up 0.01% of AssetMark Inc's portfolio in Q1 2026, its #574 holding.
  • 13 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.