IA
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IFP Advisors’s iShares Silver Trust SLV Stock Holding History

IFP 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 		$1.89M Sell
35,315
-2,625
-7% -$174K 0.03% 504
2026
Q1 		$2.59M Buy
37,940
+4,399
+13% +$334K 0.05% 381
2025
Q4 		$2.16M Buy
33,541
+6,219
+23% +$311K 0.05% 397
2025
Q3 		$1.16M Sell
27,322
-97
-0.4% -$3.48K 0.03% 543
2025
Q2 		$900K Buy
27,419
+17,776
+184% +$544K 0.03% 614
2025
Q1 		$299K Buy
9,643
+908
+10% +$26.4K 0.01% 986
2024
Q4 		$230K Buy
8,735
+1,096
+14% +$31.3K 0.01% 1063
2024
Q3 		$217K Buy
7,639
+309
+4% +$8.3K 0.01% 1049
2024
Q2 		$195K Buy
7,330
+826
+13% +$21.7K 0.01% 1054
2024
Q1 		$148K Sell
6,504
-5,932
-48% -$127K 0.01% 1137
2023
Q4 		$271K Sell
12,436
-25,326
-67% -$539K 0.01% 825
2023
Q3 		$768K Sell
37,762
-9,941
-21% -$215K 0.03% 467
2023
Q2 		$997K Buy
47,703
+7,233
+18% +$161K 0.04% 430
2023
Q1 		$756K Sell
40,470
-91,649
-69% -$1.9M 0.03% 462
2022
Q4 		$2.57M Buy
132,119
+1,325
+1% +$26K 0.07% 310
2022
Q3 		$2.55M Sell
130,794
-2,689
-2% -$47.7K 0.07% 322
2022
Q2 		$2.57M Hold
133,483
– – 0.08% 289
2022
Q1 		$2.57M Buy
133,483
+101,745
+321% +$2.26M 0.08% 289
2021
Q4 		$684K Buy
31,738
+8,702
+38% +$188K 0.01% 493
2021
Q3 		$474K Buy
23,036
+566
+3% +$12.7K 0.01% 605
2021
Q2 		$541K Buy
22,470
+232
+1% +$5.75K 0.01% 523
2021
Q1 		$504K Sell
22,238
-4,515
-17% -$110K 0.01% 517
2020
Q4 		$649K Buy
26,753
+1,269
+5% +$28.9K 0.03% 432
2020
Q3 		$549K Sell
25,484
-97
-0.4% -$2.21K 0.03% 408
2020
Q2 		$424K Buy
25,581
+13,090
+105% +$200K 0.03% 449
2020
Q1 		$169K Sell
12,491
-1,305
-9% -$20.5K 0.02% 628
2019
Q4 		$230K Sell
13,796
-31,375
-69% -$508K 0.02% 623
2019
Q3 		$738K Buy
+45,171
New +$718K 0.05% 380
2019
Q1 		$520K Sell
36,718
-16,153
-31% -$236K 0.07% 282
2018
Q4 		$762K Sell
52,871
-33,020
-38% -$451K 0.05% 419
2018
Q3 		$1.18M Sell
85,891
-1,573
-2% -$22.2K 0.05% 386
2018
Q2 		$1.32M Sell
87,464
-28,025
-24% -$436K 0.06% 336
2018
Q1 		$1.85M Hold
115,489
– – 0.08% 248
2017
Q4 		$1.85M Sell
115,489
-11,905
-9% -$188K 0.08% 249
2017
Q3 		$2M Sell
127,394
-931
-0.7% -$14.8K 0.08% 263
2017
Q2 		$2.02M Sell
128,325
-385
-0.3% -$6.27K 0.09% 265
2017
Q1 		$2.22M Sell
128,710
-2,639
-2% -$43.7K 0.1% 231
2016
Q4 		$1.99M Sell
131,349
-57,877
-31% -$941K 0.1% 230
2016
Q3 		$3.44M Buy
189,226
+12,784
+7% +$238K 0.18% 122
2016
Q2 		$3.15M Buy
176,442
+139,724
+381% +$2.24M 0.18% 118
2016
Q1 		$520K Sell
36,718
-9,100
-20% -$129K 0.07% 282
2015
Q4 		$604K Buy
+45,818
New +$646K 0.04% 442

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

IFP Advisors's SLV Position: Q2 2026 in Review

IFP Advisors reduced its iShares Silver Trust (SLV) stake by 6.9% in Q2 2026, selling an estimated $174K and leaving 35,315 shares worth $1.89M. The position accounts for 0.03% of the portfolio, ranked #504.

IFP Advisors first reported a position in SLV in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.44M in Q3 2016. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • IFP Advisors held 35,315 shares of iShares Silver Trust worth $1.89M as of Q2 2026.
  • IFP Advisors sold 2,625 iShares Silver Trust shares in Q2 2026, an estimated $174K.
  • iShares Silver Trust made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #504 holding.
  • IFP Advisors first reported a position in iShares Silver Trust in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's iShares Silver Trust position peaked at $3.44M in Q3 2016.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.