JIC
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Johnson Investment Counsel’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Johnson Investment Counsel’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 		$2.48M Buy
70,000
+10,000
+17% +$400K 0.02% 284
2025
Q4 		$2.06M Buy
60,000
+34,385
+134% +$1.01M 0.02% 309
2025
Q3 		$701K Hold
25,615
– – 0.01% 497
2025
Q2 		$456K Hold
25,615
– – ﹤0.01% 569
2025
Q1 		$384K Hold
25,615
– – ﹤0.01% 584
2024
Q4 		$296K Buy
25,615
+5,000
+24% +$66.6K ﹤0.01% 654
2024
Q3 		$273K Hold
20,615
– – ﹤0.01% 665
2024
Q2 		$237K Hold
20,615
– – ﹤0.01% 664
2024
Q1 		$209K Hold
20,615
– – ﹤0.01% 705
2023
Q4 		$210K Hold
20,615
– – ﹤0.01% 668
2023
Q3 		$177K Buy
+20,615
New +$198K ﹤0.01% 640

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1WA
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UBS Group
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Jane Street
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FCG
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Ameriprise
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
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