SLVP β€” ISHARES INC

Ownership history in Lane Generational LLC  Β·  17 quarters on record

This page tracks every 13F SEC filing in which Lane Generational LLC reported a position in ISHARES INC (SLVP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
1.01% (2025 Q4)
πŸ“Š Avg. % of fund
0.54%
πŸ“… First filed
2021 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
17

Position Intelligence

Lane Generational LLC Γ— SLVP AI Analytics

πŸ“ˆ Lane Generational LLC outperformed the S&P 500 by +22.4% annually on this SLVP position. Timing score: 56% (5/9 decisions correct). Average cost basis: $11.75. Maximum drawdown during holding period: –39.2%.

πŸ“ˆ Position Alpha vs SPY
+22.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 22.4% per year on this position.
16 quarters analyzed

⏱️ Timing Score
56%

βœ… Decent timing β€” more right than wrong on entries and exits.
5 of 9 add/trim decisions correct

πŸ’° Entry Quality
$11.75
+191.7% vs current ($34.27)

Best entry: $8.59 (2022 Q3)  Β·  Worst: $13.61 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–39.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
44%
buy-side decisions

4 adds Β· 5 trims. Bought during 1 of 6 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ Lane Generational LLC has been actively increasing its SLVP allocation β€” a bullish signal from insiders.
Currently 1.01% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    SLVP price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 32,378 β€” 0% 1.01% $1.1M $34.27
2025 Q3 REDUCED 32,378 -3,590 -10.0% 0.74% $886K $26.91
2025 Q2 UNCHANGED 35,968 β€” 0% 0.60% $641K $17.51
2025 Q1 UNCHANGED 35,968 β€” 0% 0.61% $539K $14.70
2024 Q4 UNCHANGED 35,968 β€” 0% 0.41% $415K $11.32
2024 Q3 UNCHANGED 35,968 β€” 0% 0.59% $477K $12.92
2024 Q2 REDUCED 35,968 -2,643 -6.8% 0.49% $413K $11.20
2024 Q1 UNCHANGED 38,611 β€” 0% 0.46% $392K $9.87
2023 Q4 UNCHANGED 38,611 β€” 0% 0.49% $393K $9.89
2023 Q3 REDUCED 38,611 -1,816 -4.5% 0.41% $331K $8.28
7 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding SLVP

As of 2025 Q4 β€” sorted by position size

Fielder Capital Group LLC 4.47% 180 WEALTH ADVISORS, LLC 3Y 7Y 2.08% Turning Point Benefit Group, Inc. 1.57% Capital Wealth Alliance, LLC 3Y 1.29% Horizon Wealth Management, LLC 3Y 0.79% Kovack Advisors, Inc. 3Y 7Y 0.57% AVALON CAPITAL MANAGEMENT 3Y 7Y 0.33% Walkner Condon Financial Advisors LLC 3Y 0.29% Accordant Advisory Group Inc 0.21% Bluesphere Advisors LLC 3Y 0.17%
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