LWMI
SLVP icon

Legacy Wealth Management (Idaho)’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Legacy Wealth Management (Idaho)’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
Q2 		– Sell
-39
Closed -$1.38K – 823
2026
Q1 		$1.38K Buy
+39
New +$1.56K ﹤0.01% 829

Other funds holding SLVP

Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FCG
Fielder Capital Group Nashville, Tennessee $462M AUM 37.71% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AOWM
Asset One Wealth Management Bellevue, Washington $948M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SLVP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2026, closing a stake of 39 shares — an estimated $1.38K sold.

Legacy Wealth Management (Idaho) first reported a position in SLVP in Q1 2026 and held it in 1 quarter. The position peaked at $1.38K in Q1 2026. 123 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 39 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $1.38K.
  • Legacy Wealth Management (Idaho) first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2026 and held it in 1 quarter.
  • Legacy Wealth Management (Idaho)'s iShares MSCI Global Silver and Metals Miners ETF position peaked at $1.38K in Q1 2026.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.