Mowery & Schoenfeld Wealth Management’s iShares Silver Trust SLV Stock Holding History

Mowery & Schoenfeld 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	$1.07K	Hold	20	–	–	﹤0.01%	344
2026 Q1	$1.36K	Hold	20	–	–	﹤0.01%	329
2025 Q4	$1.29K	Hold	20	–	–	﹤0.01%	434
2025 Q3	$848	Hold	20	–	–	﹤0.01%	368
2025 Q2	$657	Hold	20	–	–	﹤0.01%	373
2025 Q1	$620	Hold	20	–	–	﹤0.01%	431
2024 Q4	$527	Hold	20	–	–	﹤0.01%	466
2024 Q3	$569	Hold	20	–	–	﹤0.01%	226
2024 Q2	$532	Hold	20	–	–	﹤0.01%	203
2024 Q1	$455	Hold	20	–	–	﹤0.01%	151
2023 Q4	$436	Buy	+20	New	+$426	﹤0.01%	157

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

Mowery & Schoenfeld Wealth Management's SLV Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 20 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

Mowery & Schoenfeld Wealth Management first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Mowery & Schoenfeld Wealth Management held 20 shares of iShares Silver Trust worth $1.07K as of Q2 2026.
Mowery & Schoenfeld Wealth Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up ﹤0.01% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #344 holding.
Mowery & Schoenfeld Wealth Management first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
Mowery & Schoenfeld Wealth Management's iShares Silver Trust position peaked at $1.36K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.