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

Hillcrest 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	$2.05M	Buy	38,365 +34,265	+836%	+$2.27M	0.73%	21
2026 Q1	$279K	Buy	+4,100	New	+$312K	0.11%	44
2022 Q4	–	Sell	-39,450	Closed	-$690K	–	52
2022 Q3	$690K	Buy	39,450 +6,650	+20%	+$118K	0.44%	31
2022 Q2	$611K	Buy	+32,800	New	+$684K	0.37%	32
2022 Q1	–	Sell	-25,050	Closed	-$539K	–	52
2021 Q4	$539K	Buy	25,050 +4,950	+25%	+$107K	0.29%	36
2021 Q3	$412K	Buy	+20,100	New	+$452K	0.24%	40
2020 Q4	–	Sell	-11,500	Closed	-$249K	–	58
2020 Q3	$249K	Buy	+11,500	New	+$261K	0.18%	50
2020 Q2	–	Sell	-31,840	Closed	-$416K	–	45
2020 Q1	$416K	Buy	31,840 +17,065	+115%	+$268K	0.41%	32
2019 Q4	$246K	Buy	14,775 +1,200	+9%	+$19.4K	0.2%	34
2019 Q3	$216K	Sell	13,575 -33,170	-71%	-$528K	0.19%	37
2019 Q2	$670K	Buy	46,745 +2,000	+4%	+$27.9K	0.56%	26
2019 Q1	$634K	Buy	44,745 +4,100	+10%	+$59.9K	0.56%	27
2018 Q4	$590K	Buy	+40,645	New	+$555K	0.55%	28

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

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

Hillcrest Wealth Advisors increased its iShares Silver Trust (SLV) stake by 836% in Q2 2026, buying an estimated $2.27M and bringing the position to 38,365 shares worth $2.05M. The position accounts for 0.73% of the portfolio, ranked #21.

Hillcrest Wealth Advisors first reported a position in SLV in Q4 2018 and has held it in 13 quarters since. 1,416 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Hillcrest Wealth Advisors held 38,365 shares of iShares Silver Trust worth $2.05M as of Q2 2026.
Hillcrest Wealth Advisors bought 34,265 iShares Silver Trust shares in Q2 2026, an estimated $2.27M.
iShares Silver Trust made up 0.73% of Hillcrest Wealth Advisors's portfolio in Q2 2026, its #21 holding.
Hillcrest Wealth Advisors first reported a position in iShares Silver Trust in Q4 2018 and has held it in 13 quarters since.
1,416 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Hillcrest Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.