Whitaker-Myers Wealth Managers’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$308K Sell
5,767
-521
-8% -$34.5K 0.05% 100
2026
Q1
$428K Sell
6,288
-840
-12% -$63.8K 0.09% 89
2025
Q4
$459K Sell
7,128
-562
-7% -$28.1K 0.1% 88
2025
Q3
$326K Sell
7,690
-447
-5% -$16.1K 0.07% 99
2025
Q2
$267K Sell
8,137
-1,559
-16% -$47.7K 0.07% 97
2025
Q1
$300K Sell
9,696
-1,644
-14% -$47.8K 0.08% 92
2024
Q4
$299K Buy
11,340
+1
+0% +$29 0.09% 92
2024
Q3
$322K Buy
11,339
+340
+3% +$9.14K 0.11% 81
2024
Q2
$292K Buy
10,999
+227
+2% +$5.97K 0.11% 80
2024
Q1
$245K Hold
10,772
0.1% 84
2023
Q4
$235K Buy
+10,772
New +$229K 0.12% 73

Other funds holding SLV

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

Whitaker-Myers Wealth Managers reduced its iShares Silver Trust (SLV) stake by 8.3% in Q2 2026, selling an estimated $34.5K and leaving 5,767 shares worth $308K. The position accounts for 0.05% of the portfolio, ranked #100.

Whitaker-Myers Wealth Managers first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $459K in Q4 2025. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Whitaker-Myers Wealth Managers held 5,767 shares of iShares Silver Trust worth $308K as of Q2 2026.
  • Whitaker-Myers Wealth Managers sold 521 iShares Silver Trust shares in Q2 2026, an estimated $34.5K.
  • iShares Silver Trust made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q2 2026, its #100 holding.
  • Whitaker-Myers Wealth Managers first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
  • Whitaker-Myers Wealth Managers's iShares Silver Trust position peaked at $459K in Q4 2025.
  • 1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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