Ehrlich Financial Group’s iShares Strategic Metals ETF ISTM Stock Holding History

Ehrlich Financial Group’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	$245K	Buy	8,198 +40	+0.5%	+$1.21K	0.13%	110
2026 Q2	$234K	Buy	+8,158	New	+$256K	0.12%	110

Other funds holding ISTM

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

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

Ehrlich Financial Group's ISTM Position: Q3 2026 in Review

Ehrlich Financial Group increased its iShares Strategic Metals ETF (ISTM) stake by 0.49% in Q3 2026, buying an estimated $1.21K and bringing the position to 8,198 shares worth $245K. The position accounts for 0.13% of the portfolio, ranked #110.

Ehrlich Financial Group first reported a position in ISTM in Q2 2026 and has held it in 2 quarters since. 3 funds tracked by Wall St. Rank hold ISTM as of Q3 2026.

Ehrlich Financial Group held 8,198 shares of iShares Strategic Metals ETF worth $245K as of Q3 2026.
Ehrlich Financial Group bought 40 iShares Strategic Metals ETF shares in Q3 2026, an estimated $1.21K.
iShares Strategic Metals ETF made up 0.13% of Ehrlich Financial Group's portfolio in Q3 2026, its #110 holding.
Ehrlich Financial Group first reported a position in iShares Strategic Metals ETF in Q2 2026 and has held it in 2 quarters since.
3 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.