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 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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

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