FIA
Foundations Investment Advisors’s iShares Silver Trust SLV Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $22.8M | Buy |
696,240
+160,566
| +30% | +$5.27M | 0.36% | 69 |
|
2025
Q1 | $16.6M | Buy |
535,674
+29,819
| +6% | +$924K | 0.31% | 81 |
|
2024
Q4 | $13.3M | Buy |
505,855
+94,269
| +23% | +$2.48M | 0.26% | 89 |
|
2024
Q3 | $11.7M | Buy |
411,586
+55,337
| +16% | +$1.57M | 0.25% | 91 |
|
2024
Q2 | $9.47M | Buy |
356,249
+19,055
| +6% | +$506K | 0.23% | 85 |
|
2024
Q1 | $7.67M | Buy |
337,194
+21,762
| +7% | +$495K | 0.2% | 89 |
|
2023
Q4 | $6.69M | Buy |
315,432
+1,956
| +0.6% | +$41.5K | 0.18% | 99 |
|
2023
Q3 | $6.38M | Sell |
313,476
-32,820
| -9% | -$668K | 0.2% | 95 |
|
2023
Q2 | $7.23M | Buy |
346,296
+68,181
| +25% | +$1.42M | 0.24% | 71 |
|
2023
Q1 | $6.15M | Buy |
278,115
+45,602
| +20% | +$1.01M | 0.22% | 74 |
|
2022
Q4 | $5.12M | Buy |
232,513
+47,552
| +26% | +$1.05M | 0.2% | 64 |
|
2022
Q3 | $3.24M | Buy |
184,961
+40,024
| +28% | +$700K | 0.14% | 66 |
|
2022
Q2 | $2.56M | Buy |
144,937
+11,184
| +8% | +$198K | 0.11% | 85 |
|
2022
Q1 | $3.16M | Buy |
133,753
+108,511
| +430% | +$2.57M | 0.12% | 67 |
|
2021
Q4 | $541K | Buy |
+25,242
| New | +$541K | 0.02% | 195 |
|