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

ICA Group 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
2024 Q2	$6.89K	Hold	600	–	–	﹤0.01%	538
2024 Q1	$6.1K	Hold	600	–	–	﹤0.01%	999
2023 Q4	$6.11K	Buy	+600	New	+$5.6K	﹤0.01%	975
2023 Q3	–	Sell	-600	Closed	-$5.79K	–	1059
2023 Q2	$5.79K	Hold	600	–	–	﹤0.01%	951
2023 Q1	$6.88K	Hold	600	–	–	﹤0.01%	881
2022 Q4	$6.81K	Buy	+600	New	+$6.03K	﹤0.01%	905

Other funds holding SLVP

FCG

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

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

1WA

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

VWA

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

WCFA

Walkner Condon Financial Advisors Madison, Wisconsin $759M AUM 18.75% 1-Year Est. Return

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

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

ICA Group Wealth Management's SLVP Position: Q2 2024 in Review

ICA Group Wealth Management held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q2 2024 at 600 shares worth $6.89K. The position accounts for ﹤0.01% of the portfolio, ranked #538.

ICA Group Wealth Management first reported a position in SLVP in Q4 2022 and has held it in 6 quarters since. 55 funds tracked by Wall St. Rank hold SLVP as of Q2 2024.

ICA Group Wealth Management held 600 shares of iShares MSCI Global Silver and Metals Miners ETF worth $6.89K as of Q2 2024.
ICA Group Wealth Management left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q2 2024.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #538 holding.
ICA Group Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2022 and has held it in 6 quarters since.
55 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.