Mission Wealth Management’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
$492K Hold
14,989
0.01% 458
2025
Q1
$465K Buy
14,989
+1,004
+7% +$31.1K 0.01% 448
2024
Q4
$368K Buy
13,985
+1,888
+16% +$49.7K 0.01% 488
2024
Q3
$344K Buy
12,097
+200
+2% +$5.68K 0.01% 503
2024
Q2
$316K Hold
11,897
0.01% 495
2024
Q1
$271K Hold
11,897
0.01% 542
2023
Q4
$259K Hold
11,897
0.01% 484
2023
Q3
$242K Buy
+11,897
New +$242K 0.01% 463