KFG
ISTM

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

Kingdom 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 		$28.8K Sell
1,003
-10
-1% -$314 0.01% 326
2026
Q1 		$30.6K Buy
+1,013
New +$31.5K 0.01% 330

Other funds holding ISTM

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
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

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

Kingdom Financial Group reduced its iShares Strategic Metals ETF (ISTM) stake by 0.99% in Q2 2026, selling an estimated $314 and leaving 1,003 shares worth $28.8K. The position accounts for 0.01% of the portfolio, ranked #326.

Kingdom Financial Group first reported a position in ISTM in Q1 2026 and has held it in 2 quarters since. The position peaked at $30.6K in Q1 2026. 20 funds tracked by Wall St. Rank hold ISTM as of Q2 2026.

  • Kingdom Financial Group held 1,003 shares of iShares Strategic Metals ETF worth $28.8K as of Q2 2026.
  • Kingdom Financial Group sold 10 iShares Strategic Metals ETF shares in Q2 2026, an estimated $314.
  • iShares Strategic Metals ETF made up 0.01% of Kingdom Financial Group's portfolio in Q2 2026, its #326 holding.
  • Kingdom Financial Group first reported a position in iShares Strategic Metals ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingdom Financial Group's iShares Strategic Metals ETF position peaked at $30.6K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

Based on Kingdom Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.