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

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

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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. 1,427 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.
1,427 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.