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iShares Silver Trust shares owned by Smallwood Wealth Investment Management

Quarter-by-quarter ownership of iShares Silver Trust (SLV) shares owned by Smallwood Wealth Investment Management from 13F filings

Historical chart of Smallwood Wealth Investment Management investment in iShares Silver Trust

Tip: Access up to 7 years of quarterly data

All positions including iShares Silver Trust held by Smallwood Wealth Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Silver Trust by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $34k 800 42.37
2025-06-30 $26k 800 32.81
2025-03-31 $25k 800 30.99

More positions owned by Smallwood Wealth Investment Management

Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Ea Series Trust Freedom 100 Em (FRDM)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Wisdomtree Tr Intl Equity Fd (DWM)
New York Life Invts Active E Nyli Mackay Mun (MMIT)
Vanguard World Energy Etf (VDE)
Jpmorgan Chase Finl Cal Lkd 44 (AMJB)
Microsoft Corporation (MSFT)

View all positions for Smallwood Wealth Investment Management

Top funds holding iShares Silver Trust

Susquehanna International
Jane Street
Citadel Advisors
CTC
UBS Group
LMR Partners
Morgan Stanley
LPL Financial
Wolverine Trading
Wells Fargo & Company
Toronto-Dominion Bank
Belvedere Trading
Walleye Trading
Carrhae Capital
Balyasny Asset Management

View all funds holding iShares Silver Trust