Evolution Wealth Management’s iShares Strategic Metals ETF ISTM Stock Holding History

Evolution Wealth Management’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	$2.06K	Buy	+69	New	+$2.08K	﹤0.01%	762

Other funds holding ISTM

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

Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return

Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return

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

Sanchez Gaunt Capital Management Reno, Nevada $180M AUM

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

Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return

Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Montgomery Financial Services Ocean City, Maryland $121M AUM

Evolution Wealth Management's ISTM Position: Q3 2026 in Review

Evolution Wealth Management opened a new position in iShares Strategic Metals ETF (ISTM) in Q3 2026: 69 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #762 among its holdings.

12 funds tracked by Wall St. Rank hold ISTM as of Q3 2026.

Evolution Wealth Management held 69 shares of iShares Strategic Metals ETF worth $2.06K as of Q3 2026.
iShares Strategic Metals ETF was a new Evolution Wealth Management position in Q3 2026.
iShares Strategic Metals ETF made up ﹤0.01% of Evolution Wealth Management's portfolio in Q3 2026, its #762 holding.
12 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q3 2026.

Based on Evolution Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.