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

Janiczek 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	–	Hold	0	–	–	–	1091
2024 Q1	–	Hold	0	–	–	–	1091
2023 Q4	–	Hold	0	–	–	–	1133
2023 Q3	–	Hold	0	–	–	–	1054
2023 Q2	–	Hold	0	–	–	–	989
2023 Q1	–	Hold	0	–	–	–	1004
2022 Q4	–	Hold	0	–	–	–	1032
2019 Q2	–	Sell	-15	Closed	-$127	–	199
2019 Q1	$0	Hold	15	–	–	﹤0.01%	183
2018 Q4	$0	Hold	15	–	–	﹤0.01%	177
2018 Q3	$0	Hold	15	–	–	﹤0.01%	169
2018 Q2	$0	Buy	+15	New	+$158	﹤0.01%	172

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

Janiczek Wealth Management's SLVP Position: Q2 2024 in Review

Janiczek Wealth Management held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q2 2024 at 0 shares worth $1. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Janiczek Wealth Management first reported a position in SLVP in Q2 2018 and has held it in 4 quarters since. The position peaked at $0 in Q1 2019. 55 funds tracked by Wall St. Rank hold SLVP as of Q2 2024.

Janiczek Wealth Management held 0 shares of iShares MSCI Global Silver and Metals Miners ETF worth $1 as of Q2 2024.
Janiczek 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 Janiczek Wealth Management's portfolio in Q2 2024, its #1091 holding.
Janiczek Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2018 and has held it in 4 quarters since.
Janiczek Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $0 in Q1 2019.
55 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.