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

Castle 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
2022 Q4	–	Sell	-975	Closed	-$9K	–	545
2022 Q3	$9K	Hold	975	–	–	0.01%	437
2022 Q2	$10K	Buy	+975	New	+$11.9K	0.01%	408

Other funds holding SLVP

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1WA

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

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.26B AUM 19.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Castle Wealth Management's SLVP Position: Q4 2022 in Review

Castle Wealth Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q4 2022, closing a stake of 975 shares — an estimated $9K sold.

Castle Wealth Management first reported a position in SLVP in Q2 2022 and held it in 2 quarters. The position peaked at $10K in Q2 2022. 50 funds tracked by Wall St. Rank hold SLVP as of Q4 2022.

Castle Wealth Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q4 2022 after selling out during the quarter.
Castle Wealth Management sold 975 iShares MSCI Global Silver and Metals Miners ETF shares in Q4 2022, an estimated $9K.
Castle Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2022 and held it in 2 quarters.
Castle Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $10K in Q2 2022.
50 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.