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Heartwood Wealth Advisors’s iShares Silver Trust SLV Stock Holding History

Heartwood Wealth Advisors’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 		$326K Hold
6,103
– – 0.03% 183
2026
Q1 		$416K Hold
6,103
– – 0.04% 143
2025
Q4 		$393K Hold
6,103
– – 0.04% 134
2025
Q3 		$259K Hold
6,103
– – 0.02% 175
2025
Q2 		$200K Buy
+6,103
New +$187K 0.02% 183

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Heartwood Wealth Advisors's SLV Position: Q2 2026 in Review

Heartwood Wealth Advisors held its iShares Silver Trust (SLV) position steady in Q2 2026 at 6,103 shares worth $326K. The position accounts for 0.03% of the portfolio, ranked #183.

Heartwood Wealth Advisors first reported a position in SLV in Q2 2025 and has held it in 5 quarters since. The position peaked at $416K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Heartwood Wealth Advisors held 6,103 shares of iShares Silver Trust worth $326K as of Q2 2026.
  • Heartwood Wealth Advisors left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #183 holding.
  • Heartwood Wealth Advisors first reported a position in iShares Silver Trust in Q2 2025 and has held it in 5 quarters since.
  • Heartwood Wealth Advisors's iShares Silver Trust position peaked at $416K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.