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Asset One Wealth Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Asset One Wealth Management’s Portfolio SLVP Stock Details SLVP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.14M Buy
136,768
+9,646
+8% +$344K 0.44% 63
2026
Q1 		$4.72M Buy
127,122
+1,839
+1% +$73.6K 0.52% 49
2025
Q4 		$4.79M Buy
+125,283
New +$3.69M 0.66% 38

Other funds holding SLVP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Asset One Wealth Management's SLVP Position: Q2 2026 in Review

Asset One Wealth Management increased its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 7.6% in Q2 2026, buying an estimated $344K and bringing the position to 136,768 shares worth $4.14M. The position accounts for 0.44% of the portfolio, ranked #63.

Asset One Wealth Management first reported a position in SLVP in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.79M in Q4 2025. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • Asset One Wealth Management held 136,768 shares of iShares MSCI Global Silver and Metals Miners ETF worth $4.14M as of Q2 2026.
  • Asset One Wealth Management bought 9,646 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $344K.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.44% of Asset One Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Asset One Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Asset One Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $4.79M in Q4 2025.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Asset One Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.