Barnes Wealth Management Group’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$235K Sell
7,176
-1,251
-15% -$41K 0.14% 138
2025
Q1
$261K Hold
8,427
0.17% 118
2024
Q4
$222K Buy
+8,427
New +$222K 0.15% 128