Walkner Condon Financial Advisors’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Walkner Condon Financial 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	$1.86M	Sell	60,213 -155	-0.3%	-$5.53K	0.21%	84
2026 Q1	$2.14M	Sell	60,368 -433	-0.7%	-$17.3K	0.28%	74
2025 Q4	$2.08M	Buy	60,801 +36	+0.1%	+$1.06K	0.29%	73
2025 Q3	$1.65M	Buy	60,765 +712	+1%	+$15K	0.26%	77
2025 Q2	$1.07M	Buy	60,053 +7,273	+14%	+$116K	0.2%	96
2025 Q1	$791K	Sell	52,780 -73	-0.1%	-$990	0.16%	106
2024 Q4	$610K	Sell	52,853 -7,065	-12%	-$94.1K	0.12%	138
2024 Q3	$796K	Buy	59,918 +3,760	+7%	+$47.3K	0.16%	108
2024 Q2	$643K	Buy	56,158 +5,327	+10%	+$63.7K	0.14%	121
2024 Q1	$515K	Buy	50,831 +2,653	+6%	+$23.9K	0.11%	149
2023 Q4	$491K	Buy	48,178 +6,897	+17%	+$64.4K	0.11%	149
2023 Q3	$354K	Buy	41,281 +12,961	+46%	+$124K	0.09%	167
2023 Q2	$273K	Buy	28,320 +2,276	+9%	+$24.6K	0.07%	196
2023 Q1	$299K	Buy	26,044 +100	+0.4%	+$1.07K	0.08%	176
2022 Q4	$273K	Sell	25,944 -13,780	-35%	-$138K	0.08%	182
2022 Q3	$355K	Buy	39,724 +6,290	+19%	+$58.3K	0.11%	147
2022 Q2	$330K	Buy	33,434 +4,748	+17%	+$57.8K	0.1%	162
2022 Q1	$408K	Buy	28,686 +2,540	+10%	+$33.5K	0.12%	152
2021 Q4	$337K	Buy	+26,146	New	+$350K	0.22%	94
2021 Q3	–	Sell	-16,040	Closed	-$247K	–	166
2021 Q2	$247K	Hold	16,040	–	–	0.09%	147
2021 Q1	$237K	Buy	+16,040	New	+$258K	0.09%	151

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

Walkner Condon Financial Advisors's SLVP Position: Q2 2026 in Review

Walkner Condon Financial Advisors reduced its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 0.26% in Q2 2026, selling an estimated $5.53K and leaving 60,213 shares worth $1.86M. The position accounts for 0.21% of the portfolio, ranked #84.

Walkner Condon Financial Advisors first reported a position in SLVP in Q1 2021 and has held it in 21 quarters since. The position peaked at $2.14M in Q1 2026. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

Walkner Condon Financial Advisors held 60,213 shares of iShares MSCI Global Silver and Metals Miners ETF worth $1.86M as of Q2 2026.
Walkner Condon Financial Advisors sold 155 iShares MSCI Global Silver and Metals Miners ETF shares in Q2 2026, an estimated $5.53K.
iShares MSCI Global Silver and Metals Miners ETF made up 0.21% of Walkner Condon Financial Advisors's portfolio in Q2 2026, its #84 holding.
Walkner Condon Financial Advisors first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q1 2021 and has held it in 21 quarters since.
Walkner Condon Financial Advisors's iShares MSCI Global Silver and Metals Miners ETF position peaked at $2.14M in Q1 2026.
124 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q2 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.