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 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Bartlett & Co Wealth Management's SLVP Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q1 2026 at 1,400 shares worth $48.4K. The position accounts for ﹤0.01% of the portfolio, ranked #693.

Bartlett & Co Wealth Management first reported a position in SLVP in Q3 2023 and has held it in 11 quarters since. 122 funds tracked by Wall St. Rank hold SLVP as of Q1 2026.

Bartlett & Co Wealth Management held 1,400 shares of iShares MSCI Global Silver and Metals Miners ETF worth $48.4K as of Q1 2026.
Bartlett & Co Wealth Management left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q1 2026.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #693 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 11 quarters since.
122 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.