Private Advisory Group’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Private Advisory Group’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	-5,865	Closed	-$208K	–	334
2026 Q1	$208K	Sell	5,865 -4,568	-44%	-$183K	0.01%	271
2025 Q4	$358K	Sell	10,433 -1,491	-13%	-$43.9K	0.03%	186
2025 Q3	$326K	Buy	+11,924	New	+$251K	0.03%	176
2024 Q3	–	Sell	-17,516	Closed	-$201K	–	216
2024 Q2	$201K	Buy	+17,516	New	+$209K	0.03%	168

Other funds holding SLVP

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 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

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

AOWM

Asset One Wealth Management Bellevue, Washington $948M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Private Advisory Group's SLVP Position: Q2 2026 in Review

Private Advisory Group sold out of iShares MSCI Global Silver and Metals Miners ETF (SLVP) in Q2 2026, closing a stake of 5,865 shares — an estimated $208K sold.

Private Advisory Group first reported a position in SLVP in Q2 2024 and held it in 4 quarters. The position peaked at $358K in Q4 2025. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

Private Advisory Group reported no remaining iShares MSCI Global Silver and Metals Miners ETF position as of Q2 2026 after selling out during the quarter.
Private Advisory Group sold 5,865 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $208K.
Private Advisory Group first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q2 2024 and held it in 4 quarters.
Private Advisory Group's iShares MSCI Global Silver and Metals Miners ETF position peaked at $358K in Q4 2025.
124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Private Advisory Group's 13F filing for Q2 2026, filed 6 Aug 2026.