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 Q2	$2.01M	Buy	65,065 +15,670	+32%	+$559K	0.86%	35
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

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

Turning Point Benefit Group's SLVP Position: Q2 2026 in Review

Turning Point Benefit Group increased its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 32% in Q2 2026, buying an estimated $559K and bringing the position to 65,065 shares worth $2.01M. The position accounts for 0.86% of the portfolio, ranked #35.

Turning Point Benefit Group first reported a position in SLVP in Q4 2024 and has held it in 7 quarters since. The position peaked at $3M in Q4 2025. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

Turning Point Benefit Group held 65,065 shares of iShares MSCI Global Silver and Metals Miners ETF worth $2.01M as of Q2 2026.
Turning Point Benefit Group bought 15,670 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $559K.
iShares MSCI Global Silver and Metals Miners ETF made up 0.86% of Turning Point Benefit Group's portfolio in Q2 2026, its #35 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 7 quarters since.
Turning Point Benefit Group's iShares MSCI Global Silver and Metals Miners ETF position peaked at $3M 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 Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.