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Discipline Wealth Solutions’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Discipline Wealth Solutions’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 		$210K Sell
6,805
-1,200
-15% -$42.8K 0.02% 193
2026
Q1 		$284K Buy
+8,005
New +$320K 0.03% 158

Other funds holding SLVP

Morgan Stanley
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
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
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
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
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Discipline Wealth Solutions's SLVP Position: Q2 2026 in Review

Discipline Wealth Solutions reduced its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 15% in Q2 2026, selling an estimated $42.8K and leaving 6,805 shares worth $210K. The position accounts for 0.02% of the portfolio, ranked #193.

Discipline Wealth Solutions first reported a position in SLVP in Q1 2026 and has held it in 2 quarters since. The position peaked at $284K in Q1 2026. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • Discipline Wealth Solutions held 6,805 shares of iShares MSCI Global Silver and Metals Miners ETF worth $210K as of Q2 2026.
  • Discipline Wealth Solutions sold 1,200 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $42.8K.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.02% of Discipline Wealth Solutions's portfolio in Q2 2026, its #193 holding.
  • Discipline Wealth Solutions first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2026 and has held it in 2 quarters since.
  • Discipline Wealth Solutions's iShares MSCI Global Silver and Metals Miners ETF position peaked at $284K in Q1 2026.
  • 124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.