Phillips Financial 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
$553K Hold
16,841
0.04% 135
2025
Q1
$522K Hold
16,841
0.04% 134
2024
Q4
$443K Hold
16,841
0.03% 135
2024
Q3
$478K Hold
16,841
0.04% 135
2024
Q2
$447K Hold
16,841
0.04% 137
2024
Q1
$383K Hold
16,841
0.03% 141
2023
Q4
$367K Hold
16,841
0.03% 140
2023
Q3
$343K Hold
16,841
0.03% 144
2023
Q2
$352K Sell
16,841
-453
-3% -$9.46K 0.03% 139
2023
Q1
$383K Hold
17,294
0.04% 132
2022
Q4
$381K Hold
17,294
0.04% 119
2022
Q3
$303K Sell
17,294
-693
-4% -$12.1K 0.03% 125
2022
Q2
$335K Hold
17,987
0.04% 102
2022
Q1
$412K Hold
17,987
0.04% 113
2021
Q4
$387K Buy
+17,987
New +$387K 0.04% 87