CBIZ Investment Advisory Services’s iShares Silver Trust SLV Stock Holding History

CBIZ Investment Advisory Services’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$7.97K	Hold	117	–	–	﹤0.01%	178
2025 Q4	$7.54K	Hold	117	–	–	﹤0.01%	435
2025 Q3	$4.96K	Hold	117	–	–	﹤0.01%	442
2025 Q2	$3.84K	Hold	117	–	–	﹤0.01%	466
2025 Q1	$3.63K	Hold	117	–	–	﹤0.01%	423
2024 Q4	$3.08K	Hold	117	–	–	﹤0.01%	350
2024 Q3	$3.32K	Hold	117	–	–	﹤0.01%	318
2024 Q2	$3.11K	Hold	117	–	–	﹤0.01%	317
2024 Q1	$2.66K	Buy	+117	New	+$2.5K	﹤0.01%	296
2021 Q3	–	Hold	0	–	–	–	98
2021 Q2	–	Hold	0	–	–	–	71
2021 Q1	–	Hold	0	–	–	–	64
2020 Q4	–	Hold	0	–	–	–	103
2020 Q3	–	Hold	0	–	–	–	104
2020 Q2	–	Hold	0	–	–	–	111
2020 Q1	–	Hold	0	–	–	–	200
2019 Q4	–	Hold	0	–	–	–	137

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CBIZ Investment Advisory Services's SLV Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its iShares Silver Trust (SLV) position steady in Q1 2026 at 117 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #178.

CBIZ Investment Advisory Services first reported a position in SLV in Q1 2024 and has held it in 9 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

CBIZ Investment Advisory Services held 117 shares of iShares Silver Trust worth $7.97K as of Q1 2026.
CBIZ Investment Advisory Services left its iShares Silver Trust share count unchanged in Q1 2026.
iShares Silver Trust made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #178 holding.
CBIZ Investment Advisory Services first reported a position in iShares Silver Trust in Q1 2024 and has held it in 9 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.