Montgomery Financial Services’s iShares Managed Futures Active ETF ISMF Stock Holding History

Montgomery Financial Services’s Portfolio ISMF Stock Details ISMF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.17K	Buy	+328	New	+$9.19K	0.01%	180

Other funds holding ISMF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Trek Financial Scottsdale, Arizona $2.01B AUM 53.49% 1-Year Est. Return

AlTi Global New York $4.84B AUM 25.68% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

5T Wealth Napa, California $269M AUM 17.81% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Montgomery Financial Services's ISMF Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in iShares Managed Futures Active ETF (ISMF) in Q2 2026: 328 shares worth $9.17K. The stake represents 0.01% of the portfolio and ranks #180 among its holdings.

23 funds tracked by Wall St. Rank hold ISMF as of Q2 2026.

Montgomery Financial Services held 328 shares of iShares Managed Futures Active ETF worth $9.17K as of Q2 2026.
iShares Managed Futures Active ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Managed Futures Active ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #180 holding.
23 funds tracked by Wall St. Rank held iShares Managed Futures Active ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.