Turning Point Benefit Group’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Turning Point Benefit 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 Q1	$1.81M	Sell	49,395 -38,243	-44%	-$1.53M	1.15%	15
2025 Q4	$3M	Buy	87,638 +5,041	+6%	+$148K	1.57%	17
2025 Q3	$2.28M	Buy	82,597 +20,657	+33%	+$434K	1.37%	19
2025 Q2	$1.1M	Buy	61,940 +5,457	+10%	+$86.8K	0.84%	22
2025 Q1	$730K	Buy	56,483 +11,801	+26%	+$160K	0.68%	19
2024 Q4	$531K	Buy	+44,682	New	+$595K	0.5%	29

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

Turning Point Benefit Group's SLVP Position: Q1 2026 in Review

Turning Point Benefit Group reduced its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 44% in Q1 2026, selling an estimated $1.53M and leaving 49,395 shares worth $1.81M. The position accounts for 1.15% of the portfolio, ranked #15.

Turning Point Benefit Group first reported a position in SLVP in Q4 2024 and has held it in 6 quarters since. The position peaked at $3M in Q4 2025. 122 funds tracked by Wall St. Rank hold SLVP as of Q1 2026.

Turning Point Benefit Group held 49,395 shares of iShares MSCI Global Silver and Metals Miners ETF worth $1.81M as of Q1 2026.
Turning Point Benefit Group sold 38,243 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2026, an estimated $1.53M.
iShares MSCI Global Silver and Metals Miners ETF made up 1.15% of Turning Point Benefit Group's portfolio in Q1 2026, its #15 holding.
Turning Point Benefit Group first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's iShares MSCI Global Silver and Metals Miners ETF position peaked at $3M in Q4 2025.
122 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.