LVZ Inc’s iShares Silver Trust SLV Stock Holding History

LVZ Inc’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	$426K	Hold	7,973	–	–	0.04%	120
2026 Q1	$543K	Buy	7,973 +402	+5%	+$30.5K	0.06%	89
2025 Q4	$488K	Sell	7,571 -550	-7%	-$27.5K	0.05%	102
2025 Q3	$344K	Hold	8,121	–	–	0.04%	119
2025 Q2	$266K	Buy	+8,121	New	+$248K	0.03%	125
2024 Q4	–	Sell	-8,141	Closed	-$231K	–	160
2024 Q3	$231K	Hold	8,141	–	–	0.03%	130
2024 Q2	$216K	Buy	+8,141	New	+$214K	0.03%	129
2023 Q4	–	Sell	-12,036	Closed	-$245K	–	144
2023 Q3	$245K	Hold	12,036	–	–	0.04%	100
2023 Q2	$251K	Sell	12,036 -7,551	-39%	-$168K	0.04%	122
2023 Q1	$433K	Buy	19,587 +375	+2%	+$7.77K	0.06%	79
2022 Q4	$423K	Buy	19,212 +5,945	+45%	+$116K	0.07%	79
2022 Q3	$232K	Buy	+13,267	New	+$235K	0.04%	96

Other funds holding SLV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

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

LVZ Inc's SLV Position: Q2 2026 in Review

LVZ Inc held its iShares Silver Trust (SLV) position steady in Q2 2026 at 7,973 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #120.

LVZ Inc first reported a position in SLV in Q3 2022 and has held it in 12 quarters since. The position peaked at $543K in Q1 2026. 552 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

LVZ Inc held 7,973 shares of iShares Silver Trust worth $426K as of Q2 2026.
LVZ Inc left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.04% of LVZ Inc's portfolio in Q2 2026, its #120 holding.
LVZ Inc first reported a position in iShares Silver Trust in Q3 2022 and has held it in 12 quarters since.
LVZ Inc's iShares Silver Trust position peaked at $543K in Q1 2026.
552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on LVZ Inc's 13F filing for Q2 2026, filed 9 Jul 2026.