Redwood Wealth Management Group’s iShares Silver Trust SLV Stock Holding History

Redwood Wealth Management Group’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	-8,400	Closed	-$572K	–	103
2026 Q1	$572K	Sell	8,400 -8,250	-50%	-$627K	0.25%	85
2025 Q4	$1.07M	Hold	16,650	–	–	0.45%	52
2025 Q3	$705K	Buy	16,650 +500	+3%	+$18K	0.3%	69
2025 Q2	$530K	Sell	16,150 -500	-3%	-$15.3K	0.24%	95
2025 Q1	$516K	Hold	16,650	–	–	0.26%	87
2024 Q4	$438K	Sell	16,650 -550	-3%	-$15.7K	0.21%	105
2024 Q3	$489K	Buy	+17,200	New	+$462K	0.24%	91

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

Redwood Wealth Management Group's SLV Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 8,400 shares — an estimated $572K sold.

Redwood Wealth Management Group first reported a position in SLV in Q3 2024 and held it in 7 quarters. The position peaked at $1.07M in Q4 2025. 1,413 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Redwood Wealth Management Group reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Redwood Wealth Management Group sold 8,400 iShares Silver Trust shares in Q2 2026, an estimated $572K.
Redwood Wealth Management Group first reported a position in iShares Silver Trust in Q3 2024 and held it in 7 quarters.
Redwood Wealth Management Group's iShares Silver Trust position peaked at $1.07M in Q4 2025.
1,413 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.