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

IHT 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
2023 Q1	–	Sell	-24,315	Closed	-$256K	–	999
2022 Q4	$256K	Sell	24,315 -87,195	-78%	-$876K	0.02%	720
2022 Q3	$996K	Sell	111,510 -22,809	-17%	-$211K	0.08%	279
2022 Q2	$1.33M	Buy	134,319 +59,549	+80%	+$725K	0.12%	181
2022 Q1	$1.06M	Buy	+74,770	New	+$985K	0.08%	244

Other funds holding SLVP

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1WA

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

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

VWA

Visionary Wealth Advisors O'fallon, Illinois $2.53B AUM 24.4% 1-Year Est. Return

CWA

Capital Wealth Alliance Scottsdale, Arizona $215M AUM 26.09% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

IHT Wealth Management's SLVP Position: Q1 2023 in Review

IHT Wealth Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2023, closing a stake of 24,315 shares — an estimated $256K sold.

IHT Wealth Management first reported a position in SLVP in Q1 2022 and held it in 4 quarters. The position peaked at $1.33M in Q2 2022. 48 funds tracked by Wall St. Rank hold SLVP as of Q1 2023.

IHT Wealth Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2023 after selling out during the quarter.
IHT Wealth Management sold 24,315 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2023, an estimated $256K.
IHT Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2022 and held it in 4 quarters.
IHT Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $1.33M in Q2 2022.
48 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2023.

Based on IHT Wealth Management's 13F filing for Q1 2023, filed 15 May 2023.