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

Whitaker-Myers Wealth Managers’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 Q3	$299K	Sell	5,485 -282	-5%	-$16K	0.05%	102
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

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

JPWM

Jamison Private Wealth Management Milton, Georgia $988M AUM 36.57% 1-Year Est. Return

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Whitaker-Myers Wealth Managers's SLV Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers reduced its iShares Silver Trust (SLV) stake by 4.9% in Q3 2026, selling an estimated $16K and leaving 5,485 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #102.

Whitaker-Myers Wealth Managers first reported a position in SLV in Q4 2023 and has held it in 12 quarters since. The position peaked at $459K in Q4 2025. 160 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Whitaker-Myers Wealth Managers held 5,485 shares of iShares Silver Trust worth $299K as of Q3 2026.
Whitaker-Myers Wealth Managers sold 282 iShares Silver Trust shares in Q3 2026, an estimated $16K.
iShares Silver Trust made up 0.05% of Whitaker-Myers Wealth Managers's portfolio in Q3 2026, its #102 holding.
Whitaker-Myers Wealth Managers first reported a position in iShares Silver Trust in Q4 2023 and has held it in 12 quarters since.
Whitaker-Myers Wealth Managers's iShares Silver Trust position peaked at $459K in Q4 2025.
160 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.