HFS
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Howard Financial Services’s iShares Silver Trust SLV Stock Holding History

Howard Financial Services’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 		$263K Buy
4,926
+713
+17% +$47.3K 0.03% 205
2026
Q1 		$287K Sell
4,213
-1,318
-24% -$100K 0.03% 176
2025
Q4 		$356K Sell
5,531
-68
-1% -$3.4K 0.04% 143
2025
Q3 		$237K Buy
+5,599
New +$201K 0.03% 168
2025
Q2 		– Sell
-8,624
Closed -$267K – 196
2025
Q1 		$267K Buy
8,624
+102
+1% +$2.96K 0.04% 148
2024
Q4 		$224K Hold
8,522
– – 0.03% 171
2024
Q3 		$242K Sell
8,522
-516
-6% -$13.9K 0.04% 145
2024
Q2 		$240K Buy
+9,038
New +$238K 0.04% 138
2023
Q1 		– Sell
-9,098
Closed -$200K – 150
2022
Q4 		$200K Buy
+9,098
New +$178K 0.05% 129
2022
Q2 		– Sell
-9,952
Closed -$228K – 141
2022
Q1 		$228K Sell
9,952
-185
-2% -$4.11K 0.07% 119
2021
Q4 		$218K Sell
10,137
-4,954
-33% -$107K 0.07% 119
2021
Q3 		$310K Hold
15,091
– – 0.12% 85
2021
Q2 		$366K Sell
15,091
-655
-4% -$16.2K 0.14% 79
2021
Q1 		$357K Buy
15,746
+495
+3% +$12.1K 0.16% 77
2020
Q4 		$375K Sell
15,251
-185
-1% -$4.21K 0.2% 60
2020
Q3 		$334K Buy
+15,436
New +$351K 0.22% 58

Other funds holding SLV

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Howard Financial Services's SLV Position: Q2 2026 in Review

Howard Financial Services increased its iShares Silver Trust (SLV) stake by 17% in Q2 2026, buying an estimated $47.3K and bringing the position to 4,926 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #205.

Howard Financial Services first reported a position in SLV in Q3 2020 and has held it in 16 quarters since. The position peaked at $375K in Q4 2020. 314 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Howard Financial Services held 4,926 shares of iShares Silver Trust worth $263K as of Q2 2026.
  • Howard Financial Services bought 713 iShares Silver Trust shares in Q2 2026, an estimated $47.3K.
  • iShares Silver Trust made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #205 holding.
  • Howard Financial Services first reported a position in iShares Silver Trust in Q3 2020 and has held it in 16 quarters since.
  • Howard Financial Services's iShares Silver Trust position peaked at $375K in Q4 2020.
  • 314 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.