CBIZ Investment Advisory Services’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

CBIZ Investment Advisory Services’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	$11.3K	Hold	318	–	–	﹤0.01%	157
2026 Q1	$11.3K	Hold	318	–	–	﹤0.01%	157
2025 Q4	$10.9K	Hold	318	–	–	﹤0.01%	370
2025 Q3	$8.72K	Hold	318	–	–	﹤0.01%	363
2025 Q2	$5.67K	Hold	318	–	–	﹤0.01%	419
2025 Q1	$4.76K	Hold	318	–	–	﹤0.01%	402
2024 Q4	$3.67K	Buy	318 +3	+1%	+$40	﹤0.01%	339
2024 Q3	$4.18K	Sell	315 -1	-0.3%	-$13	﹤0.01%	307
2024 Q2	$3.63K	Buy	316 +2	+0.6%	+$24	﹤0.01%	309
2024 Q1	$3.19K	Buy	+314	New	+$2.83K	﹤0.01%	293

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

CBIZ Investment Advisory Services's SLVP Position: Q2 2026 in Review

CBIZ Investment Advisory Services held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q2 2026 at 318 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #157.

CBIZ Investment Advisory Services first reported a position in SLVP in Q1 2024 and has held it in 10 quarters since. 123 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

CBIZ Investment Advisory Services held 318 shares of iShares MSCI Global Silver and Metals Miners ETF worth $11.3K as of Q2 2026.
CBIZ Investment Advisory Services 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 CBIZ Investment Advisory Services's portfolio in Q2 2026, its #157 holding.
CBIZ Investment Advisory Services first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2024 and has held it in 10 quarters since.
123 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.