WMG Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Buy
11,253
+800
+8% +$26.2K 0.14% 102
2025
Q1
$324K Buy
10,453
+831
+9% +$25.8K 0.14% 104
2024
Q4
$253K Buy
+9,622
New +$253K 0.11% 138