Kovitz Investment Group Partners’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.5M Buy
654,650
+639,072
+4,102% +$21M 0.09% 193
2025
Q1
$483K Buy
15,578
+1,608
+12% +$49.8K ﹤0.01% 908
2024
Q4
$368K Buy
13,970
+440
+3% +$11.6K ﹤0.01% 980
2024
Q3
$384K Buy
+13,530
New +$384K ﹤0.01% 807