Mission Wealth Management’s iShares Silver Trust SLV Stock Holding History

Mission 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	$1.3M	Buy	24,271 +8,331	+52%	+$552K	0.02%	405
2026 Q1	$1.09M	Buy	15,940 +417	+3%	+$31.7K	0.02%	320
2025 Q4	$1,000K	Sell	15,523 -37	-0.2%	-$1.85K	0.02%	334
2025 Q3	$659K	Buy	15,560 +571	+4%	+$20.5K	0.01%	418
2025 Q2	$492K	Hold	14,989	–	–	0.01%	480
2025 Q1	$465K	Buy	14,989 +1,004	+7%	+$29.2K	0.01%	473
2024 Q4	$368K	Buy	13,985 +1,888	+16%	+$53.9K	0.01%	507
2024 Q3	$344K	Buy	12,097 +200	+2%	+$5.37K	0.01%	525
2024 Q2	$316K	Hold	11,897	–	–	0.01%	521
2024 Q1	$271K	Hold	11,897	–	–	0.01%	576
2023 Q4	$259K	Hold	11,897	–	–	0.01%	503
2023 Q3	$242K	Buy	+11,897	New	+$257K	0.01%	480

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

Mission Wealth Management's SLV Position: Q2 2026 in Review

Mission Wealth Management increased its iShares Silver Trust (SLV) stake by 52% in Q2 2026, buying an estimated $552K and bringing the position to 24,271 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #405.

Mission Wealth Management first reported a position in SLV in Q3 2023 and has held it in 12 quarters since. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Mission Wealth Management held 24,271 shares of iShares Silver Trust worth $1.3M as of Q2 2026.
Mission Wealth Management bought 8,331 iShares Silver Trust shares in Q2 2026, an estimated $552K.
iShares Silver Trust made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #405 holding.
Mission Wealth Management first reported a position in iShares Silver Trust in Q3 2023 and has held it in 12 quarters since.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.