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
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

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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 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

AssetMark Inc's ISTM Position: Q2 2026 in Review

AssetMark Inc increased its iShares Strategic Metals ETF (ISTM) stake by 4.8% in Q2 2026, buying an estimated $360K and bringing the position to 252,426 shares worth $7.25M. The position accounts for 0.01% of the portfolio, ranked #634.

AssetMark Inc first reported a position in ISTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $7.27M in Q1 2026. 20 funds tracked by Wall St. Rank hold ISTM as of Q2 2026.

  • AssetMark Inc held 252,426 shares of iShares Strategic Metals ETF worth $7.25M as of Q2 2026.
  • AssetMark Inc bought 11,463 iShares Strategic Metals ETF shares in Q2 2026, an estimated $360K.
  • iShares Strategic Metals ETF made up 0.01% of AssetMark Inc's portfolio in Q2 2026, its #634 holding.
  • AssetMark Inc first reported a position in iShares Strategic Metals ETF in Q1 2026 and has held it in 2 quarters since.
  • AssetMark Inc's iShares Strategic Metals ETF position peaked at $7.27M in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.