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 Q3	$7.84M	Buy	262,562 +10,136	+4%	+$306K	0.01%	629
2026 Q2	$7.25M	Buy	252,426 +11,463	+5%	+$360K	0.01%	634
2026 Q1	$7.27M	Buy	+240,963	New	+$7.5M	0.01%	574

Other funds holding ISTM

Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return

First Growth Capital Pikesville, Maryland $124M AUM 37.1% 1-Year Est. Return

AssetMark Inc's ISTM Position: Q3 2026 in Review

AssetMark Inc increased its iShares Strategic Metals ETF (ISTM) stake by 4% in Q3 2026, buying an estimated $306K and bringing the position to 262,562 shares worth $7.84M. The position accounts for 0.01% of the portfolio, ranked #629.

AssetMark Inc first reported a position in ISTM in Q1 2026 and has held it in 3 quarters since. 3 funds tracked by Wall St. Rank hold ISTM as of Q3 2026.

AssetMark Inc held 262,562 shares of iShares Strategic Metals ETF worth $7.84M as of Q3 2026.
AssetMark Inc bought 10,136 iShares Strategic Metals ETF shares in Q3 2026, an estimated $306K.
iShares Strategic Metals ETF made up 0.01% of AssetMark Inc's portfolio in Q3 2026, its #629 holding.
AssetMark Inc first reported a position in iShares Strategic Metals ETF in Q1 2026 and has held it in 3 quarters since.
3 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.