Carson Wealth (CWM LLC)’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Carson Wealth (CWM LLC)’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	$15K	Hold	423	–	–	﹤0.01%	4586
2025 Q4	$14K	Sell	423 -3,077	-88%	-$90.5K	﹤0.01%	4388
2025 Q3	$96K	Buy	3,500 +2,232	+176%	+$46.9K	﹤0.01%	3022
2025 Q2	$23K	Buy	+1,268	New	+$20.2K	﹤0.01%	3827
2022 Q3	–	Sell	-400	Closed	-$4K	–	4162
2022 Q2	$4K	Buy	+400	New	+$4.87K	﹤0.01%	3132

Other funds holding SLVP

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

1WA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FCG

Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Carson Wealth (CWM LLC)'s SLVP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q1 2026 at 423 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #4586.

Carson Wealth (CWM LLC) first reported a position in SLVP in Q2 2022 and has held it in 5 quarters since. The position peaked at $96K in Q3 2025. 122 funds tracked by Wall St. Rank hold SLVP as of Q1 2026.

Carson Wealth (CWM LLC) held 423 shares of iShares MSCI Global Silver and Metals Miners ETF worth $15K as of Q1 2026.
Carson Wealth (CWM LLC) 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 Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4586 holding.
Carson Wealth (CWM LLC) first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2022 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s iShares MSCI Global Silver and Metals Miners ETF position peaked at $96K in Q3 2025.
122 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.