WESPAC Advisors SoCal’s iShares Silver Trust SLV Stock Holding History

WESPAC Advisors SoCal’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	$229K	Buy	+4,281	New	+$284K	0.04%	117
2019 Q2	–	Sell	-500	Closed	-$7K	–	261
2019 Q1	$7K	Buy	+500	New	+$7.3K	﹤0.01%	266
2018 Q4	–	Hold	0	–	–	–	267
2018 Q3	–	Hold	0	–	–	–	262
2018 Q2	–	Sell	-500	Closed	-$7K	–	226
2018 Q1	$7K	Hold	500	–	–	﹤0.01%	209
2017 Q4	$7K	Hold	500	–	–	﹤0.01%	202
2017 Q3	$7K	Hold	500	–	–	﹤0.01%	213
2017 Q2	$7K	Hold	500	–	–	﹤0.01%	200
2017 Q1	$8.63K	Hold	500	–	–	0.01%	195
2016 Q4	$7.55K	Hold	500	–	–	﹤0.01%	199
2016 Q3	$9.1K	Hold	500	–	–	0.01%	202
2016 Q2	$8.93K	Hold	500	–	–	0.01%	212
2016 Q1	$7.34K	Hold	500	–	–	0.01%	223
2015 Q4	$6K	Buy	+500	New	+$7.05K	﹤0.01%	210

Other funds holding SLV

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Corecam AG Zurich $117M AUM

WESPAC Advisors SoCal's SLV Position: Q2 2026 in Review

WESPAC Advisors SoCal opened a new position in iShares Silver Trust (SLV) in Q2 2026: 4,281 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings. This is a return to the name: WESPAC Advisors SoCal previously reported a position in SLV as recently as Q1 2019.

WESPAC Advisors SoCal first reported a position in SLV in Q4 2015 and has held it in 12 quarters since. 236 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

WESPAC Advisors SoCal held 4,281 shares of iShares Silver Trust worth $229K as of Q2 2026.
iShares Silver Trust was a new WESPAC Advisors SoCal position in Q2 2026.
iShares Silver Trust made up 0.04% of WESPAC Advisors SoCal's portfolio in Q2 2026, its #117 holding.
WESPAC Advisors SoCal first reported a position in iShares Silver Trust in Q4 2015 and has held it in 12 quarters since.
236 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2026, filed 16 Jul 2026.