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 Q2	$234K	Buy	+8,158	New	+$256K	0.12%	110

Other funds holding ISTM

FGC

First Growth Capital Pikesville, Maryland $132M AUM

Ehrlich Financial Group's ISTM Position: Q2 2026 in Review

Ehrlich Financial Group opened a new position in iShares Strategic Metals ETF (ISTM) in Q2 2026: 8,158 shares worth $234K. The stake represents 0.12% of the portfolio and ranks #110 among its holdings.

2 funds tracked by Wall St. Rank hold ISTM as of Q2 2026.

Ehrlich Financial Group held 8,158 shares of iShares Strategic Metals ETF worth $234K as of Q2 2026.
iShares Strategic Metals ETF was a new Ehrlich Financial Group position in Q2 2026.
iShares Strategic Metals ETF made up 0.12% of Ehrlich Financial Group's portfolio in Q2 2026, its #110 holding.
2 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.