Sharkey, Howes & Javer’s iShares Silver Trust SLV Stock Holding History

Sharkey, Howes & Javer’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	-16,413	Closed	-$1.12M	–	166
2026 Q1	$1.12M	Sell	16,413 -7,853	-32%	-$597K	0.15%	77
2025 Q4	$1.56M	Buy	24,266 +8,458	+54%	+$423K	0.2%	67
2025 Q3	$670K	Buy	+15,808	New	+$568K	0.09%	103
2019 Q3	–	Sell	-500	Closed	-$7K	–	151
2019 Q2	$7K	Hold	500	–	–	﹤0.01%	162
2019 Q1	$7K	Hold	500	–	–	﹤0.01%	164
2018 Q4	$7K	Hold	500	–	–	﹤0.01%	161
2018 Q3	$7K	Hold	500	–	–	﹤0.01%	173
2018 Q2	$8K	Hold	500	–	–	﹤0.01%	164
2018 Q1	$7K	Hold	500	–	–	﹤0.01%	157
2017 Q4	$8K	Hold	500	–	–	﹤0.01%	157
2017 Q3	$8K	Hold	500	–	–	﹤0.01%	154
2017 Q2	$8K	Hold	500	–	–	﹤0.01%	157
2017 Q1	$9K	Hold	500	–	–	﹤0.01%	165
2016 Q4	$8K	Hold	500	–	–	﹤0.01%	170
2016 Q3	$9K	Hold	500	–	–	0.01%	167
2016 Q2	$9K	Sell	500 -25	-5%	-$400	0.01%	171
2016 Q1	$8K	Hold	525	–	–	0.01%	192
2015 Q4	$7K	Buy	+525	New	+$7.4K	﹤0.01%	194
2015 Q2	–	Sell	-3,786	Closed	-$60K	–	250
2015 Q1	$60K	Buy	+3,786	New	+$60.6K	0.04%	81

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Sharkey, Howes & Javer's SLV Position: Q2 2026 in Review

Sharkey, Howes & Javer sold out of iShares Silver Trust (SLV) in Q2 2026, closing a stake of 16,413 shares — an estimated $1.12M sold.

Sharkey, Howes & Javer first reported a position in SLV in Q1 2015 and held it in 19 quarters. The position peaked at $1.56M in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Sharkey, Howes & Javer reported no remaining iShares Silver Trust position as of Q2 2026 after selling out during the quarter.
Sharkey, Howes & Javer sold 16,413 iShares Silver Trust shares in Q2 2026, an estimated $1.12M.
Sharkey, Howes & Javer first reported a position in iShares Silver Trust in Q1 2015 and held it in 19 quarters.
Sharkey, Howes & Javer's iShares Silver Trust position peaked at $1.56M in Q4 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2026, filed 9 Jul 2026.