Interactive Financial Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Interactive Financial 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
2022 Q3	–	Sell	-6,037	Closed	-$75K	–	172
2022 Q2	$75K	Buy	6,037 +5,164	+592%	+$62.8K	0.04%	100
2022 Q1	$37K	Sell	873 -5,069	-85%	-$66.8K	0.02%	131
2021 Q4	$77K	Sell	5,942 -126,499	-96%	-$1.69M	0.03%	115
2021 Q3	$1.63M	Buy	132,441 +129,527	+4,445%	+$1.8M	0.71%	30
2021 Q2	$45K	Sell	2,914 -2,635	-47%	-$43.6K	0.02%	127
2021 Q1	$82K	Buy	5,549 +1,820	+49%	+$29.3K	0.03%	109
2020 Q4	$64K	Sell	3,729 -351	-9%	-$5.67K	0.03%	104
2020 Q3	$64K	Sell	4,080 -6,031	-60%	-$97.6K	0.03%	98
2020 Q2	$135K	Buy	+10,111	New	+$114K	0.07%	78
2020 Q1	–	Sell	-152,524	Closed	-$1.71M	–	126
2019 Q4	$1.71M	Buy	152,524 +138,203	+965%	+$1.4M	0.77%	25
2019 Q3	$138K	Buy	14,321 +1,618	+13%	+$16.4K	0.06%	79
2019 Q2	$118K	Sell	12,703 -22	-0.2%	-$186	0.05%	85
2019 Q1	$116K	Sell	12,725 -1,905	-13%	-$17.1K	0.06%	74
2018 Q4	$122K	Buy	14,630 +1,225	+9%	+$9.84K	0.06%	59
2018 Q3	$111K	Sell	13,405 -3,529	-21%	-$31.8K	0.05%	76
2018 Q2	$171K	Buy	16,934 +3,736	+28%	+$39.4K	0.08%	67
2018 Q1	$135K	Sell	13,198 -397	-3%	-$4.12K	0.06%	71
2017 Q4	$147K	Buy	13,595 +2,048	+18%	+$21.5K	0.06%	69
2017 Q3	$125K	Buy	11,547 +2,154	+23%	+$23.8K	0.06%	67
2017 Q2	$104K	Buy	9,393 +2,465	+36%	+$28.1K	0.05%	68
2017 Q1	$81K	Sell	6,928 -1,633	-19%	-$19.5K	0.04%	74
2016 Q4	$89K	Buy	8,561 +506	+6%	+$5.96K	0.04%	73
2016 Q3	$114K	Sell	8,055 -582	-7%	-$8.77K	0.06%	66
2016 Q2	$114K	Sell	8,637 -7,115	-45%	-$76.8K	0.06%	58
2016 Q1	$131K	Sell	15,752 -2,174	-12%	-$14.6K	0.08%	54
2015 Q4	$101K	Sell	17,926 -124	-0.7%	-$767	0.06%	49
2015 Q3	$105K	Sell	18,050 -2,100	-10%	-$13.6K	0.06%	51
2015 Q2	$164K	Buy	20,150 +8,095	+67%	+$70.4K	0.09%	54
2015 Q1	$98K	Buy	+12,055	New	+$110K	0.05%	57

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

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

IWM

IHT Wealth Management Chicago, Illinois $4.7B AUM 25.67% 1-Year Est. Return

VWA

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Interactive Financial Advisors's SLVP Position: Q3 2022 in Review

Interactive Financial Advisors sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q3 2022, closing a stake of 6,037 shares — an estimated $75K sold.

Interactive Financial Advisors first reported a position in SLVP in Q1 2015 and held it in 29 quarters. The position peaked at $1.71M in Q4 2019. 46 funds tracked by Wall St. Rank hold SLVP as of Q3 2022.

Interactive Financial Advisors reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q3 2022 after selling out during the quarter.
Interactive Financial Advisors sold 6,037 iShares MSCI Global Silver and Metals Miners ETF shares in Q3 2022, an estimated $75K.
Interactive Financial Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2015 and held it in 29 quarters.
Interactive Financial Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $1.71M in Q4 2019.
46 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q3 2022.

Based on Interactive Financial Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.