Rossby Financial
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Rossby Financial’s iShares Strategic Metals ETF ISTM Stock Holding History

Rossby Financial’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
Q3 		$9.01K Buy
302
+151
+100% +$4.56K ﹤0.01% 1546
2026
Q2 		$4.34K Hold
151
– – ﹤0.01% 1494
2026
Q1 		$4.6K Buy
+151
New +$4.7K ﹤0.01% 1529

Other funds holding ISTM

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Trek Financial
Trek Financial Scottsdale, Arizona $2.16B AUM 42.56% 1-Year Est. Return
Golden State Equity Partners
Golden State Equity Partners South Coast Metro, California $1.7B AUM 14.02% 1-Year Est. Return
Ehrlich Financial Group
Ehrlich Financial Group Laguna Niguel, California $193M AUM 12.8% 1-Year Est. Return
Sanchez Gaunt Capital Management
Sanchez Gaunt Capital Management Reno, Nevada $180M AUM
First Growth Capital
First Growth Capital Pikesville, Maryland $124M AUM 37.1% 1-Year Est. Return
Parallel Advisors
Parallel Advisors San Francisco, California $7.42B AUM 27.68% 1-Year Est. Return
Kingdom Financial Group
Kingdom Financial Group Peoria, Arizona $399M AUM 14.48% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
Evolution Wealth Management
Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Rossby Financial's ISTM Position: Q3 2026 in Review

Rossby Financial increased its iShares Strategic Metals ETF (ISTM) stake by 100% in Q3 2026, buying an estimated $4.56K and bringing the position to 302 shares worth $9.01K. The position accounts for ﹤0.01% of the portfolio, ranked #1546.

Rossby Financial first reported a position in ISTM in Q1 2026 and has held it in 3 quarters since. 12 funds tracked by Wall St. Rank hold ISTM as of Q3 2026.

  • Rossby Financial held 302 shares of iShares Strategic Metals ETF worth $9.01K as of Q3 2026.
  • Rossby Financial bought 151 iShares Strategic Metals ETF shares in Q3 2026, an estimated $4.56K.
  • iShares Strategic Metals ETF made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1546 holding.
  • Rossby Financial first reported a position in iShares Strategic Metals ETF in Q1 2026 and has held it in 3 quarters since.
  • 12 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.