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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
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

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SL
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

Walkner Condon Financial Advisors's SLVP Position: Q1 2026 in Review

Walkner Condon Financial Advisors reduced its iShares MSCI Global Silver and Metals Miners ETF (SLVP) stake by 0.71% in Q1 2026, selling an estimated $17.3K and leaving 60,368 shares worth $2.14M. The position accounts for 0.28% of the portfolio, ranked #74.

Walkner Condon Financial Advisors first reported a position in SLVP in Q1 2021 and has held it in 20 quarters since. 122 funds tracked by Wall St. Rank hold SLVP as of Q1 2026.

  • Walkner Condon Financial Advisors held 60,368 shares of iShares MSCI Global Silver and Metals Miners ETF worth $2.14M as of Q1 2026.
  • Walkner Condon Financial Advisors sold 433 iShares MSCI Global Silver and Metals Miners ETF shares in Q1 2026, an estimated $17.3K.
  • iShares MSCI Global Silver and Metals Miners ETF made up 0.28% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #74 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 20 quarters since.
  • 122 funds tracked by Wall St. Rank held iShares MSCI Global Silver and Metals Miners ETF as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.