Westside Investment Management’s iShares Silver Trust SLV Stock Holding History

Westside 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 Q1	$65.8K	Buy	966 +280	+41%	+$21.3K	0.01%	501
2025 Q4	$44.2K	Buy	686 +130	+23%	+$6.51K	0.01%	580
2025 Q3	$23.6K	Hold	556	–	–	﹤0.01%	819
2025 Q2	$18.2K	Hold	556	–	–	﹤0.01%	713
2025 Q1	$17.2K	Buy	556 +156	+39%	+$4.53K	﹤0.01%	597
2024 Q4	$10.5K	Hold	400	–	–	﹤0.01%	674
2024 Q3	$11.4K	Hold	400	–	–	﹤0.01%	660
2024 Q2	$10.6K	Hold	400	–	–	﹤0.01%	649
2024 Q1	$9.1K	Hold	400	–	–	﹤0.01%	648
2023 Q4	$8.71K	Hold	400	–	–	﹤0.01%	617
2023 Q3	$8.14K	Hold	400	–	–	﹤0.01%	619
2023 Q2	$8.36K	Hold	400	–	–	﹤0.01%	621
2023 Q1	$8.85K	Hold	400	–	–	﹤0.01%	612
2022 Q4	$8	Hold	400	–	–	﹤0.01%	638
2022 Q3	$7	Hold	400	–	–	﹤0.01%	653
2022 Q2	$7	Hold	400	–	–	﹤0.01%	649
2022 Q1	$9	Hold	400	–	–	﹤0.01%	626
2021 Q4	$8	Hold	400	–	–	﹤0.01%	620
2021 Q3	$8	Hold	400	–	–	﹤0.01%	606
2021 Q2	$9	Sell	400 -400	-50%	-$9.91K	﹤0.01%	588
2021 Q1	$18	Buy	+800	New	+$19.5K	﹤0.01%	477
2020 Q3	–	Sell	-1,500	Closed	-$25	–	693
2020 Q2	$25	Hold	1,500	–	–	﹤0.01%	380
2020 Q1	$19	Buy	+1,500	New	+$23.6K	﹤0.01%	401
2019 Q2	$21	Buy	+1,500	New	+$20.9K	﹤0.01%	387
2018 Q4	$2.9K	Hold	200	–	–	﹤0.01%	602
2018 Q3	$2.72K	Hold	200	–	–	﹤0.01%	657
2018 Q2	$2.98K	Hold	200	–	–	﹤0.01%	740
2018 Q1	$3.13K	Sell	200 -1,000	-83%	-$15.8K	﹤0.01%	727
2017 Q4	$19.4K	Sell	1,200 -2,100	-64%	-$33.1K	0.01%	414
2017 Q3	$52.9K	Hold	3,300	–	–	0.03%	264
2017 Q2	$48.9K	Hold	3,300	–	–	0.03%	265
2017 Q1	$57.2K	Buy	3,300 +450	+16%	+$7.45K	0.03%	247
2016 Q4	$45.2K	Buy	+2,850	New	+$46.3K	0.03%	191

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Westside Investment Management's SLV Position: Q1 2026 in Review

Westside Investment Management increased its iShares Silver Trust (SLV) stake by 41% in Q1 2026, buying an estimated $21.3K and bringing the position to 966 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #501.

Westside Investment Management first reported a position in SLV in Q4 2016 and has held it in 33 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Westside Investment Management held 966 shares of iShares Silver Trust worth $65.8K as of Q1 2026.
Westside Investment Management bought 280 iShares Silver Trust shares in Q1 2026, an estimated $21.3K.
iShares Silver Trust made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #501 holding.
Westside Investment Management first reported a position in iShares Silver Trust in Q4 2016 and has held it in 33 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.