Bartlett & Co Wealth Management’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Bartlett & Co 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	$43.2K	Hold	1,400	–	–	﹤0.01%	772
2026 Q1	$48.4K	Hold	1,400	–	–	﹤0.01%	693
2025 Q4	$48K	Hold	1,400	–	–	﹤0.01%	679
2025 Q3	$38.3K	Hold	1,400	–	–	﹤0.01%	718
2025 Q2	$24.9K	Hold	1,400	–	–	﹤0.01%	780
2025 Q1	$21K	Hold	1,400	–	–	﹤0.01%	806
2024 Q4	$16.2K	Hold	1,400	–	–	﹤0.01%	841
2024 Q3	$18.6K	Hold	1,400	–	–	﹤0.01%	828
2024 Q2	$16.1K	Hold	1,400	–	–	﹤0.01%	848
2024 Q1	$14.2K	Hold	1,400	–	–	﹤0.01%	871
2023 Q4	$14.5K	Hold	1,400	–	–	﹤0.01%	941
2023 Q3	$12K	Buy	+1,400	New	+$13.4K	﹤0.01%	904

Other funds holding SLVP

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 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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bartlett & Co Wealth Management's SLVP Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q2 2026 at 1,400 shares worth $43.2K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Bartlett & Co Wealth Management first reported a position in SLVP in Q3 2023 and has held it in 12 quarters since. The position peaked at $48.4K in Q1 2026. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

Bartlett & Co Wealth Management held 1,400 shares of iShares MSCI Global Silver and Metals Miners ETF worth $43.2K as of Q2 2026.
Bartlett & Co Wealth Management left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q2 2026.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #772 holding.
Bartlett & Co Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2023 and has held it in 12 quarters since.
Bartlett & Co Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $48.4K in Q1 2026.
124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.