Mark Sheptoff Financial Planning’s iShares Silver Trust SLV Stock Holding History

Mark Sheptoff Financial Planning’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	–	Sell	-65	Closed	-$4.28K	–	538
2026 Q1	$4.28K	Buy	+65	New	+$4.94K	﹤0.01%	448
2024 Q1	–	Sell	-200	Closed	-$4.36K	–	424
2023 Q4	$4.36K	Buy	+200	New	+$4.26K	﹤0.01%	332
2019 Q1	–	Sell	-200	Closed	-$3K	–	367
2018 Q4	$3K	Hold	200	–	–	﹤0.01%	300
2018 Q3	$3K	Hold	200	–	–	﹤0.01%	337
2018 Q2	$3K	Hold	200	–	–	﹤0.01%	334
2018 Q1	$3K	Hold	200	–	–	﹤0.01%	347
2017 Q4	$3K	Hold	200	–	–	﹤0.01%	339
2017 Q3	$3K	Hold	200	–	–	﹤0.01%	336
2017 Q2	$3K	Sell	200 -1	-0.5%	-$16	﹤0.01%	325
2017 Q1	$3K	Buy	201 +1	+0.5%	+$17	﹤0.01%	326
2016 Q4	$3K	Hold	200	–	–	﹤0.01%	317
2016 Q3	$4K	Hold	200	–	–	﹤0.01%	308
2016 Q2	$4K	Hold	200	–	–	﹤0.01%	298
2016 Q1	$3K	Buy	+200	New	+$2.84K	﹤0.01%	303

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Mark Sheptoff Financial Planning's SLV Position: Q2 2026 in Review

Mark Sheptoff Financial Planning sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 65 shares — an estimated $4.28K sold.

Mark Sheptoff Financial Planning first reported a position in SLV in Q1 2016 and held it in 14 quarters. The position peaked at $4.36K in Q4 2023. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Mark Sheptoff Financial Planning reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 65 iShares Silver Trust shares in Q2 2026, an estimated $4.28K.
Mark Sheptoff Financial Planning first reported a position in iShares Silver Trust in Q1 2016 and held it in 14 quarters.
Mark Sheptoff Financial Planning's iShares Silver Trust position peaked at $4.36K in Q4 2023.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.