PICK — ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF

Ownership history in Sowell Financial Services LLC  ·  10 quarters on record

AI Ownership Summary

Sowell Financial Services LLC reported ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF (PICK) in 10 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.05% in 2024 Q2. The latest visible filing shows PICK at 0.02% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this PICK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sowell Financial Services LLC's position in ISHARES MSCI GLOBAL METALS & MINING PRODUCERS ETF, 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
2025 Q3

PICK was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.05% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2025 Q3

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.

PICK stock page Sowell Financial Services LLC fund profile Sowell Financial Services LLC full holdings
How Sowell Financial Services LLC held PICK — position size vs. price
% of Fund (quarterly)    PICK price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 10,711 -100 -0.9% 0.02% $477K 2025-10-17 $44.77
2025 Q2 ADDED 10,811 +73 +0.7% 0.02% $406K 2025-07-14 $38.71
2025 Q1 REDUCED 10,738 -2,116 -16.5% 0.02% $385K 2025-04-17 $32.84
2024 Q4 REDUCED 12,854 -9,335 -42.1% 0.02% $450K 2025-02-07 $35.50
2024 Q3 REDUCED 22,189 -1,480 -6.3% 0.04% $959K 2024-10-04 $41.07
2024 Q2 ADDED 23,669 +3,688 +18.5% 0.05% $966K 2024-08-13 $36.04
2024 Q1 ADDED 19,981 +2,690 +15.6% 0.04% $833K 2024-05-03 $40.81
2023 Q4 ADDED 17,291 +10,010 +137.5% 0.04% $745K 2024-01-24 $37.82
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding PICK

As of 2025 Q4 — sorted by position size

TLS Advisors LLC 3Y 13.6% New Harbor Financial Group, LLC 3Y 7Y 5.03% Greenline Partners, LLC 3Y 7Y 2.98% Almanack Investment Partners, LLC. 3Y 7Y 2.05% Ackerman Capital Advisors, LLC 3Y 7Y 1.88% Municipal Employees' Retirement System of Michigan 3Y 7Y 1.54% Barry Investment Advisors, LLC 3Y 7Y 1.09% THEORY FINANCIAL LLC 3Y 0.94% Bedell Frazier Investment Counselling, LLC 3Y 7Y 0.78% Proficio Capital Partners LLC 3Y 7Y 0.56%

FAQ About Sowell Financial Services LLC and PICK

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

How long has Sowell Financial Services LLC reported owning PICK?

Sowell Financial Services LLC reported PICK across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported PICK position in Sowell Financial Services LLC's portfolio?

The largest reported portfolio weight for PICK was 0.05% in 2024 Q2.

What is the latest reported PICK position on this page?

The most recent filing on this page is 2025 Q3, when Sowell Financial Services LLC reported 10,711 shares, equal to 0.02% of portfolio, with an estimated market value of $477K.

What does the chart on this PICK ownership page compare?

The chart compares Sowell Financial Services LLC's quarterly PICK 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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