WIM
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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
2018
Q1 		– Sell
-90
Closed -$590 – 845
2017
Q4 		$590 Buy
90
+10
+13% +$158 ﹤0.01% 822
2017
Q3 		$2.64K Buy
+80
New +$1.27K ﹤0.01% 738

Other funds holding SLV

Cambridge Investment Research Advisors
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
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

Westside Investment Management's SLV Position: Q2 2026 in Review

Westside Investment Management increased its iShares Silver Trust (SLV) stake by 116% in Q2 2026, buying an estimated $74.6K and bringing the position to 2,091 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #412.

Westside Investment Management first reported a position in SLV in Q4 2016 and has held it in 34 quarters since. 515 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Westside Investment Management held 2,091 shares of iShares Silver Trust worth $112K as of Q2 2026.
  • Westside Investment Management bought 1,125 iShares Silver Trust shares in Q2 2026, an estimated $74.6K.
  • iShares Silver Trust made up 0.01% of Westside Investment Management's portfolio in Q2 2026, its #412 holding.
  • Westside Investment Management first reported a position in iShares Silver Trust in Q4 2016 and has held it in 34 quarters since.
  • 515 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.