Montgomery Financial Services’s iShares Strategic Metals ETF ISTM Stock Holding History

Montgomery Financial Services’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	$4.13K	Buy	+144	New	+$4.52K	﹤0.01%	241

Other funds holding ISTM

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

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

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

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

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

Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return

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

Montgomery Financial Services opened a new position in iShares Strategic Metals ETF (ISTM) in Q2 2026: 144 shares worth $4.13K. The stake represents ﹤0.01% of the portfolio and ranks #241 among its holdings.

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

Montgomery Financial Services held 144 shares of iShares Strategic Metals ETF worth $4.13K as of Q2 2026.
iShares Strategic Metals ETF was a new Montgomery Financial Services position in Q2 2026.
iShares Strategic Metals ETF made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #241 holding.
20 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

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