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

HHM 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	$127K	Buy	2,376 +261	+12%	+$17.3K	0.01%	260
2026 Q1	$144K	Sell	2,115 -660	-24%	-$50.1K	0.02%	222
2025 Q4	$179K	Buy	2,775 +865	+45%	+$43.3K	0.02%	209
2025 Q3	$80.9K	Hold	1,910	–	–	0.01%	305
2025 Q2	$62.7K	Buy	1,910 +600	+46%	+$18.4K	0.01%	340
2025 Q1	$40.6K	Sell	1,310 -200	-13%	-$5.81K	0.01%	395
2024 Q4	$39.8K	Buy	1,510 +160	+12%	+$4.57K	0.01%	394
2024 Q3	$38.4K	Sell	1,350 -200	-13%	-$5.37K	0.01%	374
2024 Q2	$41.2K	Buy	+1,550	New	+$40.8K	0.01%	365
2022 Q4	–	Sell	-4,000	Closed	-$70K	–	737
2022 Q3	$70K	Hold	4,000	–	–	0.02%	193
2022 Q2	$75K	Sell	4,000 -4,000	-50%	-$83.4K	0.02%	222
2022 Q1	$183K	Hold	8,000	–	–	0.04%	151
2021 Q4	$172K	Hold	8,000	–	–	0.04%	154
2021 Q3	$164K	Hold	8,000	–	–	0.04%	152
2021 Q2	$194K	Hold	8,000	–	–	0.05%	134
2021 Q1	$182K	Buy	+8,000	New	+$195K	0.06%	124

Other funds holding SLV

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

GK Wealth Management Reno, Nevada $165M AUM 66.42% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return