RWA
Rooted Wealth Advisors’s iShares Silver Trust SLV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $994K | Buy |
28,374
+1,486
| +6% | +$52.1K | 0.34% | 44 |
|
|
2025
Q1 | $728K | Sell |
26,888
-790
| -3% | -$21.4K | 0.31% | 45 |
|
|
2024
Q4 | $756K | Sell |
27,678
-3,699
| -12% | -$101K | 0.3% | 46 |
|
|
2024
Q3 | $908K | Sell |
31,377
-605
| -2% | -$17.5K | 0.41% | 41 |
|
|
2024
Q2 | $870K | Sell |
31,982
-2,282
| -7% | -$62.1K | 0.38% | 44 |
|
|
2024
Q1 | $817K | Buy |
34,264
+1,297
| +4% | +$30.9K | 0.4% | 43 |
|
|
2023
Q4 | $676K | Sell |
32,967
-141
| -0.4% | -$2.89K | 0.35% | 47 |
|
|
2023
Q3 | $720K | Buy |
33,108
+4,705
| +17% | +$102K | 0.44% | 40 |
|
|
2023
Q2 | $602K | Buy |
28,403
+2,641
| +10% | +$56K | 0.41% | 41 |
|
|
2023
Q1 | $601K | Buy |
25,762
+4,740
| +23% | +$111K | 0.45% | 39 |
|
|
2022
Q4 | $463K | Buy |
+21,022
| New | +$463K | 0.39% | 45 |
|