Glass Jacobson Investment Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Glass Jacobson Investment Advisors’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
2025 Q2	–	Sell	-557	Closed	-$6.43K	–	800
2025 Q1	$6.43K	Hold	557	–	–	﹤0.01%	646
2024 Q4	$6.43K	Hold	557	–	–	﹤0.01%	646
2024 Q3	$7.39K	Hold	557	–	–	﹤0.01%	598
2024 Q2	$6.4K	Hold	557	–	–	﹤0.01%	600
2024 Q1	$5.66K	Hold	557	–	–	﹤0.01%	611
2023 Q4	$5.67K	Hold	557	–	–	﹤0.01%	578
2023 Q3	$4.77K	Buy	+557	New	+$5.35K	﹤0.01%	574

Other funds holding SLVP

FCG

Fielder Capital Group Nashville, Tennessee $459M AUM 48.94% 1-Year Est. Return

1WA

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Glass Jacobson Investment Advisors's SLVP Position: Q2 2025 in Review

Glass Jacobson Investment Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2025, closing a stake of 557 shares — an estimated $6.43K sold.

Glass Jacobson Investment Advisors first reported a position in SLVP in Q3 2023 and held it in 7 quarters. The position peaked at $7.39K in Q3 2024. 70 funds tracked by Wall St. Rank hold SLVP as of Q2 2025.

Glass Jacobson Investment Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q2 2025 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 557 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2025, an estimated $6.43K.
Glass Jacobson Investment Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q3 2023 and held it in 7 quarters.
Glass Jacobson Investment Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $7.39K in Q3 2024.
70 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2025.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.