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

Jeppson 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
2026 Q1	–	Sell	-6,266	Closed	-$215K	–	244
2025 Q4	$215K	Buy	+6,266	New	+$184K	0.07%	210
2022 Q3	–	Sell	-20,973	Closed	-$207K	–	205
2022 Q2	$207K	Sell	20,973 -3,721	-15%	-$45.3K	0.09%	178
2022 Q1	$351K	Buy	+24,694	New	+$325K	0.16%	116

Other funds holding SLVP

LPL Financial San Diego, California $377B AUM 19.32% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FCG

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Jeppson Wealth Management's SLVP Position: Q1 2026 in Review

Jeppson Wealth Management sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q1 2026, closing a stake of 6,266 shares — an estimated $215K sold.

Jeppson Wealth Management first reported a position in SLVP in Q1 2022 and held it in 3 quarters. The position peaked at $351K in Q1 2022. 122 funds tracked by Wall St. Rank hold SLVP as of Q1 2026.

Jeppson Wealth Management reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q1 2026 after selling out during the quarter.
Jeppson Wealth Management sold 6,266 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2026, an estimated $215K.
Jeppson Wealth Management first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2022 and held it in 3 quarters.
Jeppson Wealth Management's iShares MSCI Global Silver and Metals Miners ETF position peaked at $351K in Q1 2022.
122 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.