Whitaker-Myers Wealth Managers’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Whitaker-Myers Wealth Managers’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$255K	Sell	4,537 -79	-2%	-$5.5K	0.04%	107
2026 Q1	$331K	Sell	4,616 -395	-8%	-$31.5K	0.07%	98
2025 Q4	$339K	Buy	5,011 +255	+5%	+$13.4K	0.07%	99
2025 Q3	$212K	Buy	+4,756	New	+$179K	0.05%	114

Other funds holding SIVR

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

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

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SIVR Position: Q2 2026 in Review

Whitaker-Myers Wealth Managers reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 1.7% in Q2 2026, selling an estimated $5.5K and leaving 4,537 shares worth $255K. The position accounts for 0.04% of the portfolio, ranked #107.

Whitaker-Myers Wealth Managers first reported a position in SIVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $339K in Q4 2025. 39 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Whitaker-Myers Wealth Managers held 4,537 shares of abrdn Physical Silver Shares ETF worth $255K as of Q2 2026.
Whitaker-Myers Wealth Managers sold 79 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $5.5K.
abrdn Physical Silver Shares ETF made up 0.04% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #107 holding.
Whitaker-Myers Wealth Managers first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 4 quarters since.
Whitaker-Myers Wealth Managers's abrdn Physical Silver Shares ETF position peaked at $339K in Q4 2025.
39 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q2 2026, filed 9 Jul 2026.