IWA
Inspirion Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $248K | Sell |
7,564
-2,095
| -22% | -$68.7K | 0.03% | 139 |
|
|
2025
Q1 | $299K | Buy |
9,659
+2,095
| +28% | +$64.9K | 0.04% | 125 |
|
|
2024
Q4 | $207K | Sell |
7,564
-700
| -8% | -$19.1K | 0.03% | 141 |
|
|
2024
Q3 | $235K | Hold |
8,264
| – | – | 0.03% | 135 |
|
|
2024
Q2 | $220K | Buy |
+8,264
| New | +$220K | 0.03% | 136 |
|
|
2022
Q2 | – | Sell |
-9,003
| Closed | -$206K | – | 123 |
|
|
2022
Q1 | $206K | Buy |
+9,003
| New | +$206K | 0.04% | 105 |
|
|
2021
Q1 | – | Sell |
-8,255
| Closed | -$203K | – | 87 |
|
|
2020
Q4 | $203K | Buy |
+8,255
| New | +$203K | 0.06% | 79 |
|