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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
2019
Q1 		– Sell
-500
Closed -$7K – 3281
2018
Q4 		$7K Buy
+500
New +$6.83K ﹤0.01% 2698

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.