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Mountain Capital Investment Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Mountain Capital Investment 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
2026
Q2 		$1.03M Buy
33,262
+504
+2% +$18K 0.15% 24
2026
Q1 		$1.22M Buy
32,758
+12,608
+63% +$504K 0.18% 20
2025
Q4 		$951K Buy
+20,150
New +$593K 0.15% 23

Other funds holding SLVP

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

Mountain Capital Investment Advisors's SLVP Position: Q2 2026 in Review

Mountain Capital Investment Advisors increased its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 1.5% in Q2 2026, buying an estimated $18K and bringing the position to 33,262 shares worth $1.03M. The position accounts for 0.15% of the portfolio, ranked #24.

Mountain Capital Investment Advisors first reported a position in SLVP in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.22M in Q1 2026. 15 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

  • Mountain Capital Investment Advisors held 33,262 shares of iShares MSCI Global Silver and Metals Miners ETF worth $1.03M as of Q2 2026.
  • Mountain Capital Investment Advisors bought 504 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $18K.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.15% of Mountain Capital Investment Advisors's portfolio in Q2 2026, its #24 holding.
  • Mountain Capital Investment Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2025 and has held it in 3 quarters since.
  • Mountain Capital Investment Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $1.22M in Q1 2026.
  • 15 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.