Creative Planning’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Creative Planning’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	$243K	Sell	7,880 -142	-2%	-$5.07K	﹤0.01%	3740
2026 Q1	$284K	Buy	8,022 +746	+10%	+$29.8K	﹤0.01%	3469
2025 Q4	$249K	Buy	+7,276	New	+$214K	﹤0.01%	3376
2022 Q4	–	Sell	-120,541	Closed	-$1.08M	–	2601
2022 Q3	$1.08M	Buy	+120,541	New	+$1.12M	﹤0.01%	937
2021 Q2	–	Sell	-10,504	Closed	-$155K	–	2522
2021 Q1	$155K	Buy	+10,504	New	+$169K	﹤0.01%	2159
2020 Q4	–	Sell	-15,000	Closed	-$234K	–	2447
2020 Q3	$234K	Buy	+15,000	New	+$243K	﹤0.01%	1589

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

Creative Planning's SLVP Position: Q2 2026 in Review

Creative Planning reduced its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 1.8% in Q2 2026, selling an estimated $5.07K and leaving 7,880 shares worth $243K. The position accounts for ﹤0.01% of the portfolio, ranked #3740.

Creative Planning first reported a position in SLVP in Q3 2020 and has held it in 6 quarters since. The position peaked at $1.08M in Q3 2022. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

Creative Planning held 7,880 shares of iShares MSCI Global Silver and Metals Miners ETF worth $243K as of Q2 2026.
Creative Planning sold 142 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $5.07K.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3740 holding.
Creative Planning first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2020 and has held it in 6 quarters since.
Creative Planning's iShares MSCI Global Silver and Metals Miners ETF position peaked at $1.08M in Q3 2022.
124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.