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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings's ISTM Position: Q4 2024 in Review

Osaic Holdings sold out of iShares Strategic Metals ETF (ISTM) in Q4 2024, closing a stake of 490 shares — an estimated $14.6K sold.

Osaic Holdings first reported a position in ISTM in Q2 2024 and held it in 2 quarters. The position peaked at $14.6K in Q3 2024. 3 funds tracked by Wall St. Rank hold ISTM as of Q4 2024.

  • Osaic Holdings reported no remaining iShares Strategic Metals ETF position as of Q4 2024 after selling out during the quarter.
  • Osaic Holdings sold 490 iShares Strategic Metals ETF shares in Q4 2024, an estimated $14.6K.
  • Osaic Holdings first reported a position in iShares Strategic Metals ETF in Q2 2024 and held it in 2 quarters.
  • Osaic Holdings's iShares Strategic Metals ETF position peaked at $14.6K in Q3 2024.
  • 3 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q4 2024.

Based on Osaic Holdings's 13F filing for Q4 2024, filed 7 Feb 2025.