Whittier Trust’s iShares MSCI Global Silver and Metals Miners ETF SLVP Stock Holding History

Whittier Trust’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	$40.6K	Hold	1,259	–	–	﹤0.01%	901
2026 Q1	$46.2K	Hold	1,259	–	–	﹤0.01%	855
2025 Q4	$46.9K	Hold	1,259	–	–	﹤0.01%	880
2025 Q3	$34.4K	Hold	1,259	–	–	﹤0.01%	919
2025 Q2	$22.4K	Hold	1,259	–	–	﹤0.01%	1087
2025 Q1	$18.9K	Hold	1,259	–	–	﹤0.01%	1115
2024 Q4	$14.5K	Hold	1,259	–	–	﹤0.01%	1184
2024 Q3	$16.7K	Hold	1,259	–	–	﹤0.01%	1159
2024 Q2	$14.5K	Hold	1,259	–	–	﹤0.01%	1172
2024 Q1	$12.8K	Hold	1,259	–	–	﹤0.01%	1228
2023 Q4	$12.8K	Hold	1,259	–	–	﹤0.01%	1189
2023 Q3	$10.8K	Hold	1,259	–	–	﹤0.01%	1248
2023 Q2	$12.1K	Hold	1,259	–	–	﹤0.01%	1233
2023 Q1	$14.4K	Hold	1,259	–	–	﹤0.01%	1223
2022 Q4	$13.2K	Hold	1,259	–	–	﹤0.01%	1237
2022 Q3	$11K	Hold	1,259	–	–	﹤0.01%	1327
2022 Q2	$12K	Hold	1,259	–	–	﹤0.01%	1292
2022 Q1	$18K	Hold	1,259	–	–	﹤0.01%	1229
2021 Q4	$16K	Hold	1,259	–	–	﹤0.01%	1236
2021 Q3	$16K	Hold	1,259	–	–	﹤0.01%	1176
2021 Q2	$19K	Hold	1,259	–	–	﹤0.01%	1158
2021 Q1	$19K	Hold	1,259	–	–	﹤0.01%	1143
2020 Q4	$22K	Buy	+1,259	New	+$20.3K	﹤0.01%	1030

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

Whittier Trust's SLVP Position: Q2 2026 in Review

Whittier Trust held its iShares MSCI Global Silver and Metals Miners ETF (SLVP) position steady in Q2 2026 at 1,259 shares worth $40.6K. The position accounts for ﹤0.01% of the portfolio, ranked #901.

Whittier Trust first reported a position in SLVP in Q4 2020 and has held it in 23 quarters since. The position peaked at $46.9K in Q4 2025. 124 funds tracked by Wall St. Rank hold SLVP as of Q2 2026.

Whittier Trust held 1,259 shares of iShares MSCI Global Silver and Metals Miners ETF worth $40.6K as of Q2 2026.
Whittier Trust left its iShares MSCI Global Silver and Metals Miners ETF share count unchanged in Q2 2026.
iShares MSCI Global Silver and Metals Miners ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #901 holding.
Whittier Trust first reported a position in iShares MSCI Global Silver and Metals Miners ETF in Q4 2020 and has held it in 23 quarters since.
Whittier Trust's iShares MSCI Global Silver and Metals Miners ETF position peaked at $46.9K 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 Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.