Dogwood Wealth Management’s iShares Silver Trust SLV Stock Holding History

Dogwood Wealth Management’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 Q2	$60.3K	Hold	1,128	–	–	0.02%	143
2026 Q1	$76.9K	Hold	1,128	–	–	0.03%	120
2025 Q4	$72.7K	Hold	1,128	–	–	0.03%	111
2025 Q3	$47.8K	Hold	1,128	–	–	0.02%	128
2025 Q2	$37.6K	Hold	1,128	–	–	0.02%	134
2025 Q1	$35K	Hold	1,128	–	–	0.02%	133
2024 Q4	$29.7K	Hold	1,128	–	–	0.02%	138
2024 Q3	$32K	Sell	1,128 -322	-22%	-$8.65K	0.02%	125
2024 Q2	$38.5K	Buy	1,450 +171	+13%	+$4.5K	0.02%	122
2024 Q1	$29.1K	Buy	1,279 +150	+13%	+$3.2K	0.02%	140
2023 Q4	$24.6K	Buy	+1,129	New	+$24K	0.02%	144

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Dogwood Wealth Management's SLV Position: Q2 2026 in Review

Dogwood Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 1,128 shares worth $60.3K. The position accounts for 0.02% of the portfolio, ranked #143.

Dogwood Wealth Management first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $76.9K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Dogwood Wealth Management held 1,128 shares of iShares Silver Trust worth $60.3K as of Q2 2026.
Dogwood Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.02% of Dogwood Wealth Management's portfolio in Q2 2026, its #143 holding.
Dogwood Wealth Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
Dogwood Wealth Management's iShares Silver Trust position peaked at $76.9K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.