IWS
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Insight Wealth Strategies’s iShares Silver Trust SLV Stock Holding History

Insight Wealth Strategies’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 		– Sell
-2,944
Closed -$201K – 199
2026
Q1 		$201K Buy
+2,944
New +$224K 0.02% 175

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Insight Wealth Strategies's SLV Position: Q2 2026 in Review

Insight Wealth Strategies sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 2,944 shares — an estimated $201K sold.

Insight Wealth Strategies first reported a position in SLV in Q1 2026 and held it in 1 quarter. The position peaked at $201K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Insight Wealth Strategies reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
  • Insight Wealth Strategies sold 2,944 iShares Silver Trust shares in Q2 2026, an estimated $201K.
  • Insight Wealth Strategies first reported a position in iShares Silver Trust in Q1 2026 and held it in 1 quarter.
  • Insight Wealth Strategies's iShares Silver Trust position peaked at $201K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Insight Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.