Osaic Holdings
ISTM

Osaic Holdings’s iShares Strategic Metals ETF ISTM Stock Holding History

Osaic Holdings’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 		$18.4K Buy
+642
New +$20.1K ﹤0.01% 6232
2024
Q4 		– Sell
-490
Closed -$14.6K – 7627
2024
Q3 		$14.6K Hold
490
– – ﹤0.01% 5567
2024
Q2 		$14K Buy
+490
New +$14.2K ﹤0.01% 5569

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

Osaic Holdings's ISTM Position: Q2 2026 in Review

Osaic Holdings opened a new position in iShares Strategic Metals ETF (ISTM) in Q2 2026: 642 shares worth $18.4K. The stake represents ﹤0.01% of the portfolio and ranks #6232 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in ISTM as recently as Q3 2024.

Osaic Holdings first reported a position in ISTM in Q2 2024 and has held it in 3 quarters since. 20 funds tracked by Wall St. Rank hold ISTM as of Q2 2026.

  • Osaic Holdings held 642 shares of iShares Strategic Metals ETF worth $18.4K as of Q2 2026.
  • iShares Strategic Metals ETF was a new Osaic Holdings position in Q2 2026.
  • iShares Strategic Metals ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6232 holding.
  • Osaic Holdings first reported a position in iShares Strategic Metals ETF in Q2 2024 and has held it in 3 quarters since.
  • 20 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.