Sheets Smith Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Sheets Smith Wealth Management’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.35M	Sell	24,000 -3,024	-11%	-$211K	0.13%	152
2026 Q1	$1.94M	Sell	27,024 -380	-1%	-$30.3K	0.22%	105
2025 Q4	$1.85M	Sell	27,404 -777	-3%	-$40.8K	0.2%	108
2025 Q3	$1.25M	Buy	28,181 +15,065	+115%	+$568K	0.14%	146
2025 Q2	$451K	Hold	13,116	–	–	0.05%	294
2025 Q1	$426K	Sell	13,116 -500	-4%	-$15.2K	0.05%	269
2024 Q4	$375K	Hold	13,616	–	–	0.05%	298
2024 Q3	$405K	Sell	13,616 -21,000	-61%	-$591K	0.05%	279
2024 Q2	$964K	Buy	34,616 +8,890	+35%	+$245K	0.12%	165
2024 Q1	$613K	Buy	25,726 +4,000	+18%	+$89.4K	0.07%	216
2023 Q4	$495K	Buy	21,726 +1,000	+5%	+$22.3K	0.07%	217
2023 Q3	$441K	Hold	20,726	–	–	0.07%	215
2023 Q2	$453K	Buy	+20,726	New	+$481K	0.07%	217

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sheets Smith Wealth Management's SIVR Position: Q2 2026 in Review

Sheets Smith Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 11% in Q2 2026, selling an estimated $211K and leaving 24,000 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #152.

Sheets Smith Wealth Management first reported a position in SIVR in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.94M in Q1 2026. 352 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Sheets Smith Wealth Management held 24,000 shares of abrdn Physical Silver Shares ETF worth $1.35M as of Q2 2026.
Sheets Smith Wealth Management sold 3,024 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $211K.
abrdn Physical Silver Shares ETF made up 0.13% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #152 holding.
Sheets Smith Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q2 2023 and has held it in 13 quarters since.
Sheets Smith Wealth Management's abrdn Physical Silver Shares ETF position peaked at $1.94M in Q1 2026.
352 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.