UBS Group’s iShares Strategic Metals ETF ISTM Stock Holding History

UBS Group’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	$2.56K	Sell	89 -5	-5%	-$157	﹤0.01%	9328
2026 Q1	$2.84K	Sell	94 -653	-87%	-$20.3K	﹤0.01%	9193
2025 Q4	$21.2K	Buy	+747	New	+$21.1K	﹤0.01%	7743
2025 Q3	–	Sell	-87	Closed	-$2.15K	–	10930
2025 Q2	$2.15K	Buy	87 +29	+50%	+$672	﹤0.01%	9513
2025 Q1	$1.4K	Buy	58 +51	+729%	+$1.18K	﹤0.01%	9513
2024 Q4	$150	Sell	7 -41	-85%	-$1.15K	﹤0.01%	9601
2024 Q3	$1.43K	Sell	48 -10	-17%	-$279	﹤0.01%	8643
2024 Q2	$1.65K	Buy	+58	New	+$1.68K	﹤0.01%	8532

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

UBS Group's ISTM Position: Q2 2026 in Review

UBS Group reduced its iShares Strategic Metals ETF (ISTM) stake by 5.3% in Q2 2026, selling an estimated $157 and leaving 89 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #9328.

UBS Group first reported a position in ISTM in Q2 2024 and has held it in 8 quarters since. The position peaked at $21.2K in Q4 2025. 20 funds tracked by Wall St. Rank hold ISTM as of Q2 2026.

UBS Group held 89 shares of iShares Strategic Metals ETF worth $2.56K as of Q2 2026.
UBS Group sold 5 iShares Strategic Metals ETF shares in Q2 2026, an estimated $157.
iShares Strategic Metals ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9328 holding.
UBS Group first reported a position in iShares Strategic Metals ETF in Q2 2024 and has held it in 8 quarters since.
UBS Group's iShares Strategic Metals ETF position peaked at $21.2K in Q4 2025.
20 funds tracked by Wall St. Rank held iShares Strategic Metals ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.