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

Janiczek 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
2024 Q1	–	Sell	-50	Closed	-$1.09K	–	1152
2023 Q4	$1.09K	Sell	50 -175	-78%	-$3.73K	﹤0.01%	924
2023 Q3	$4.58K	Hold	225	–	–	﹤0.01%	737
2023 Q2	$4.7K	Hold	225	–	–	﹤0.01%	664
2023 Q1	$5.25K	Hold	225	–	–	﹤0.01%	658
2022 Q4	$4.92K	Hold	225	–	–	﹤0.01%	654
2022 Q3	$4K	Hold	225	–	–	﹤0.01%	696
2022 Q2	$4K	Hold	225	–	–	﹤0.01%	710
2022 Q1	$5K	Sell	225 -14	-6%	-$311	﹤0.01%	672
2021 Q4	$5K	Hold	239	–	–	﹤0.01%	713
2021 Q3	$5K	Buy	239 +14	+6%	+$315	﹤0.01%	698
2021 Q2	$5K	Hold	225	–	–	﹤0.01%	669
2021 Q1	$5K	Sell	225 -6,550	-97%	-$159K	﹤0.01%	646
2020 Q4	$166K	Hold	6,775	–	–	0.08%	71
2020 Q3	$147K	Hold	6,775	–	–	0.08%	53
2020 Q2	$115K	Hold	6,775	–	–	0.06%	51
2020 Q1	$88K	Hold	6,775	–	–	0.05%	50
2019 Q4	$113K	Hold	6,775	–	–	0.05%	53
2019 Q3	$108K	Hold	6,775	–	–	0.05%	55
2019 Q2	$97K	Hold	6,775	–	–	0.05%	56
2019 Q1	$96K	Hold	6,775	–	–	0.05%	60
2018 Q4	$98K	Sell	6,775 -82	-1%	-$1.12K	0.05%	60
2018 Q3	$94K	Buy	6,857 +82	+1%	+$1.16K	0.05%	51
2018 Q2	$103K	Buy	+6,775	New	+$106K	0.05%	51
2017 Q1	–	Sell	-7,019	Closed	-$106K	–	49
2016 Q4	$106K	Buy	+7,019	New	+$114K	0.05%	36

Other funds holding SLV

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

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

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

NWI Management New York $1.76B AUM 45.08% 1-Year Est. Return

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Janiczek Wealth Management's SLV Position: Q1 2024 in Review

Janiczek Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2024, closing a stake of 50 shares — an estimated $1.09K sold.

Janiczek Wealth Management first reported a position in SLV in Q4 2016 and held it in 24 quarters. The position peaked at $166K in Q4 2020. 788 funds tracked by Wall St. Rank hold SLV as of Q1 2024.

Janiczek Wealth Management reported no remaining iShares Silver Trust position as of Q1 2024 after selling out during the quarter.
Janiczek Wealth Management sold 50 iShares Silver Trust shares in Q1 2024, an estimated $1.09K.
Janiczek Wealth Management first reported a position in iShares Silver Trust in Q4 2016 and held it in 24 quarters.
Janiczek Wealth Management's iShares Silver Trust position peaked at $166K in Q4 2020.
788 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.