KJWM
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Kiley Juergens Wealth Management’s iShares Silver Trust SLV Stock Holding History

Kiley Juergens 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
Q1 		$1.17M Sell
17,165
-1,330
-7% -$101K 0.21% 86
2025
Q4 		$1.19M Sell
18,495
-1,011
-5% -$50.6K 0.26% 54
2025
Q3 		$826K Buy
19,506
+28
+0.1% +$1K 0.18% 61
2025
Q2 		$639K Buy
19,478
+285
+1% +$8.72K 0.15% 63
2025
Q1 		$595K Buy
19,193
+360
+2% +$10.5K 0.16% 64
2024
Q4 		$496K Sell
18,833
-155
-0.8% -$4.43K 0.12% 66
2024
Q3 		$539K Buy
18,988
+380
+2% +$10.2K 0.14% 64
2024
Q2 		$494K Sell
18,608
-80
-0.4% -$2.1K 0.14% 65
2024
Q1 		$425K Buy
18,688
+970
+5% +$20.7K 0.13% 63
2023
Q4 		$386K Sell
17,718
-4,450
-20% -$94.7K 0.13% 63
2023
Q3 		$451K Hold
22,168
– – 0.16% 65
2023
Q2 		$463K Hold
22,168
– – 0.16% 66
2023
Q1 		$490K Buy
22,168
+500
+2% +$10.4K 0.18% 66
2022
Q4 		$477K Sell
21,668
-434
-2% -$8.5K 0.2% 66
2022
Q3 		$386K Sell
22,102
-707
-3% -$12.5K 0.18% 64
2022
Q2 		$425K Buy
22,809
+1,907
+9% +$39.8K 0.2% 64
2022
Q1 		$478K Sell
20,902
-707
-3% -$15.7K 0.23% 48
2021
Q4 		$465K Hold
21,609
– – 0.18% 64
2021
Q3 		$443K Hold
21,609
– – 0.19% 61
2021
Q2 		$523K Hold
21,609
– – 0.24% 58
2021
Q1 		$490K Buy
21,609
+200
+0.9% +$4.87K 0.26% 53
2020
Q4 		$526K Hold
21,409
– – 0.31% 44
2020
Q3 		$463K Buy
21,409
+169
+0.8% +$3.84K 0.34% 39
2020
Q2 		$361K Buy
21,240
+2,000
+10% +$30.6K 0.3% 41
2020
Q1 		$251K Buy
19,240
+1,868
+11% +$29.4K 0.26% 42
2019
Q4 		$289K Buy
17,372
+500
+3% +$8.1K 0.25% 40
2019
Q3 		$268K Buy
+16,872
New +$268K 0.29% 39
2018
Q4 		– Sell
-12,372
Closed -$169K – 540
2018
Q3 		$169K Sell
12,372
-100
-0.8% -$1.41K 0.13% 112
2018
Q2 		$188K Buy
12,472
+350
+3% +$5.45K 0.17% 84
2018
Q1 		$186K Buy
12,122
+3,000
+33% +$47.4K 0.2% 79
2017
Q4 		$145K Buy
+9,122
New +$144K 0.13% 98

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiley Juergens Wealth Management's SLV Position: Q1 2026 in Review

Kiley Juergens Wealth Management reduced its iShares Silver Trust (SLV) stake by 7.2% in Q1 2026, selling an estimated $101K and leaving 17,165 shares worth $1.17M. The position accounts for 0.21% of the portfolio, ranked #86.

Kiley Juergens Wealth Management first reported a position in SLV in Q4 2017 and has held it in 31 quarters since. The position peaked at $1.19M in Q4 2025. 1,553 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

  • Kiley Juergens Wealth Management held 17,165 shares of iShares Silver Trust worth $1.17M as of Q1 2026.
  • Kiley Juergens Wealth Management sold 1,330 iShares Silver Trust shares in Q1 2026, an estimated $101K.
  • iShares Silver Trust made up 0.21% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #86 holding.
  • Kiley Juergens Wealth Management first reported a position in iShares Silver Trust in Q4 2017 and has held it in 31 quarters since.
  • Kiley Juergens Wealth Management's iShares Silver Trust position peaked at $1.19M in Q4 2025.
  • 1,553 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.