Blue Trust, Inc. SLVP — ISHARES INC

Ownership history in Blue Trust, Inc.  ·  7 quarters on record

AI Ownership Summary

Blue Trust, Inc. reported ISHARES INC (SLVP) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. The latest visible filing shows SLVP at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SLVP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Blue Trust, Inc.'s position in ISHARES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SLVP was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

SLVP stock page Blue Trust, Inc. fund profile Blue Trust, Inc. full holdings
How Blue Trust, Inc. held SLVP — position size vs. price
% of Fund (quarterly)    SLVP price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 400 -100 -20.0% 0.00% $14K 2026-04-20 $39.45
2025 Q4 UNCHANGED — — — 500 — 0% 0.00% $17K 2026-01-16 $41.19
2025 Q3 UNCHANGED — — — 500 — 0% 0.00% $14K 2025-10-16 $30.76
2025 Q2 UNCHANGED — — — 500 — 0% 0.00% $9K 2025-07-24 $18.26
2025 Q1 UNCHANGED — — — 500 — 0% 0.00% $7K 2025-04-21 $15.77
2024 Q4 UNCHANGED — — — 500 — 0% 0.00% $7K 2025-01-22 $12.28
2024 Q3 INITIATED — — — 500 — — 0.00% $6K 2024-10-17 $13.52

🏢 Other funds also holding SLVP

As of 2026 Q1 — sorted by position size

Systelligence, LLC 3Y 1.31% SFG Wealth Management, LLC. 3Y 0.21% TigerOak Management, L.L.C. 0.1% FOUNDERS FINANCIAL SECURITIES LLC 3Y 7Y 0.06% Discipline Wealth Solutions, LLC 0.03% BALDWIN WEALTH PARTNERS LLC/MA 3Y 7Y 0.03% Y-Intercept (Hong Kong) Ltd 3Y 0.02% City State Bank 3Y 0.01% FINANCIAL CONSULATE, INC 3Y 7Y 0.0% Private Advisor Group, LLC 3Y 7Y 0.0%

FAQ About Blue Trust, Inc. and SLVP

These are the practical questions this page is built to answer before you even open the full history table.

How long has Blue Trust, Inc. reported owning SLVP?

Blue Trust, Inc. reported SLVP across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported SLVP position in Blue Trust, Inc.'s portfolio?

The largest reported portfolio weight for SLVP was 0.00% in 2025 Q4.

What is the latest reported SLVP position on this page?

The most recent filing on this page is 2026 Q1, when Blue Trust, Inc. reported 400 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this SLVP ownership page compare?

The chart compares Blue Trust, Inc.'s quarterly SLVP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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