LKWM
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Lee-Kelleher Wealth Management’s iShares Silver Trust SLV Stock Holding History

Lee-Kelleher 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
Q2 		$212K Sell
3,974
-5
-0.1% -$332 0.11% 45
2026
Q1 		$271K Sell
3,979
-16
-0.4% -$1.22K 0.16% 36
2025
Q4 		$257K Buy
+3,995
New +$200K 0.15% 35

Other funds holding SLV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Lee-Kelleher Wealth Management's SLV Position: Q2 2026 in Review

Lee-Kelleher Wealth Management reduced its iShares Silver Trust (SLV) stake by 0.13% in Q2 2026, selling an estimated $332 and leaving 3,974 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #45.

Lee-Kelleher Wealth Management first reported a position in SLV in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q1 2026. 346 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Lee-Kelleher Wealth Management held 3,974 shares of iShares Silver Trust worth $212K as of Q2 2026.
  • Lee-Kelleher Wealth Management sold 5 iShares Silver Trust shares in Q2 2026, an estimated $332.
  • iShares Silver Trust made up 0.11% of Lee-Kelleher Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Lee-Kelleher Wealth Management first reported a position in iShares Silver Trust in Q4 2025 and has held it in 3 quarters since.
  • Lee-Kelleher Wealth Management's iShares Silver Trust position peaked at $271K in Q1 2026.
  • 346 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lee-Kelleher Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.