Smallwood Wealth Investment Management’s iShares Silver Trust SLV Stock Holding History

Smallwood Wealth Investment Management’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	$42.8K	Hold	800	–	–	0.02%	205
2026 Q1	$54.5K	Hold	800	–	–	0.03%	171
2025 Q4	$51.5K	Hold	800	–	–	0.03%	177
2025 Q3	$33.9K	Hold	800	–	–	0.02%	219
2025 Q2	$26.2K	Hold	800	–	–	0.02%	228
2025 Q1	$24.8K	Buy	+800	New	+$23.2K	0.02%	227

Other funds holding SLV

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

NHFG

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

SCTC

Sanibel Captiva Trust Company Sanibel, Florida $4.02B AUM 34.36% 1-Year Est. Return

IFG

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

Smallwood Wealth Investment Management's SLV Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its iShares Silver Trust (SLV) position steady in Q2 2026 at 800 shares worth $42.8K. The position accounts for 0.02% of the portfolio, ranked #205.

Smallwood Wealth Investment Management first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $54.5K in Q1 2026. 515 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Smallwood Wealth Investment Management held 800 shares of iShares Silver Trust worth $42.8K as of Q2 2026.
Smallwood Wealth Investment Management left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up 0.02% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #205 holding.
Smallwood Wealth Investment Management first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
Smallwood Wealth Investment Management's iShares Silver Trust position peaked at $54.5K in Q1 2026.
515 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.