WMG Financial Advisors’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
Q1
Sell
2025
Q4
$538K Sell
2025
Q3
$735K Buy
2025
Q2
$369K Buy
2025
Q1
$324K Buy
2024
Q4
$253K Buy