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

Heritage 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 Q3	–	Sell	-3,417	Closed	-$183K	–	537
2026 Q2	$183K	Hold	3,417	–	–	0.01%	229
2026 Q1	$233K	Buy	3,417 +35	+1%	+$2.66K	0.01%	194
2025 Q4	$218K	Hold	3,382	–	–	0.01%	210
2025 Q3	$143K	Hold	3,382	–	–	0.01%	224
2025 Q2	$111K	Hold	3,382	–	–	0.01%	241
2025 Q1	$105K	Hold	3,382	–	–	0.01%	239
2024 Q4	$89K	Sell	3,382 -650	-16%	-$18.6K	﹤0.01%	261
2024 Q3	$115K	Buy	4,032 +650	+19%	+$17.5K	0.01%	255
2024 Q2	$89.9K	Hold	3,382	–	–	﹤0.01%	260
2024 Q1	$76.9K	Hold	3,382	–	–	﹤0.01%	286
2023 Q4	$73.7K	Hold	3,382	–	–	﹤0.01%	298
2023 Q3	$68.8K	Hold	3,382	–	–	﹤0.01%	276
2023 Q2	$70.6K	Hold	3,382	–	–	﹤0.01%	287
2023 Q1	$74.8K	Hold	3,382	–	–	﹤0.01%	282
2022 Q4	$74.5K	Hold	3,382	–	–	﹤0.01%	283
2022 Q3	$59.2K	Hold	3,382	–	–	﹤0.01%	286
2022 Q2	$63K	Hold	3,382	–	–	﹤0.01%	304
2022 Q1	$77K	Hold	3,382	–	–	﹤0.01%	274
2021 Q4	$73K	Hold	3,382	–	–	﹤0.01%	292
2021 Q3	$69.4K	Hold	3,382	–	–	﹤0.01%	290
2021 Q2	$81.9K	Hold	3,382	–	–	0.01%	272
2021 Q1	$76.8K	Hold	3,382	–	–	﹤0.01%	288
2020 Q4	$83K	Hold	3,382	–	–	0.01%	277
2020 Q3	$73.2K	Buy	3,382 +382	+13%	+$8.68K	0.01%	238
2020 Q2	$51K	Hold	3,000	–	–	0.01%	252
2020 Q1	$39.2K	Hold	3,000	–	–	0.01%	266
2019 Q4	$50K	Hold	3,000	–	–	0.01%	303
2019 Q3	$47K	Hold	3,000	–	–	0.01%	286
2019 Q2	$43K	Hold	3,000	–	–	0.01%	270
2019 Q1	$42.5K	Hold	3,000	–	–	0.01%	243
2018 Q4	$43K	Hold	3,000	–	–	0.01%	202
2018 Q3	$41K	Buy	+3,000	New	+$42.3K	0.01%	210

Other funds holding SLV

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Heritage Wealth Advisors's SLV Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of iShares Silver Trust (SLV) in Q3 2026, closing a stake of 3,417 shares — an estimated $183K sold.

Heritage Wealth Advisors first reported a position in SLV in Q3 2018 and held it in 32 quarters. The position peaked at $233K in Q1 2026. 1,264 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Heritage Wealth Advisors reported no remaining iShares Silver Trust position as of Q3 2026 after selling out during the quarter.
Heritage Wealth Advisors sold 3,417 iShares Silver Trust shares in Q3 2026, an estimated $183K.
Heritage Wealth Advisors first reported a position in iShares Silver Trust in Q3 2018 and held it in 32 quarters.
Heritage Wealth Advisors's iShares Silver Trust position peaked at $233K in Q1 2026.
1,264 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.