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	–	736
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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

HHM Wealth Advisors increased its iShares Silver Trust (SLV) stake by 12% in Q2 2026, buying an estimated $17.3K and bringing the position to 2,376 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #260.

HHM Wealth Advisors first reported a position in SLV in Q1 2021 and has held it in 16 quarters since. The position peaked at $194K in Q2 2021. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

HHM Wealth Advisors held 2,376 shares of iShares Silver Trust worth $127K as of Q2 2026.
HHM Wealth Advisors bought 261 iShares Silver Trust shares in Q2 2026, an estimated $17.3K.
iShares Silver Trust made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #260 holding.
HHM Wealth Advisors first reported a position in iShares Silver Trust in Q1 2021 and has held it in 16 quarters since.
HHM Wealth Advisors's iShares Silver Trust position peaked at $194K in Q2 2021.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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