IWN
SLV icon

Independent Wealth Network’s iShares Silver Trust SLV Stock Holding History

Independent Wealth Network’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 		$5.17M Sell
96,621
-9,157
-9% -$607K 1.31% 11
2026
Q1 		$7.21M Sell
105,778
-4,481
-4% -$340K 2.14% 5
2025
Q4 		$7.1M Buy
110,259
+6,023
+6% +$302K 2.17% 6
2025
Q3 		$4.42M Buy
104,236
+1,076
+1% +$38.6K 1.42% 15
2025
Q2 		$3.38M Buy
103,160
+9,227
+10% +$282K 1.23% 17
2025
Q1 		$2.91M Buy
93,933
+3,417
+4% +$99.3K 1.16% 18
2024
Q4 		$2.38M Buy
90,516
+4,630
+5% +$132K 0.97% 24
2024
Q3 		$2.44M Buy
85,886
+8,227
+11% +$221K 1.08% 19
2024
Q2 		$2.06M Sell
77,659
-10,191
-12% -$268K 0.96% 26
2024
Q1 		$2M Buy
87,850
+3,983
+5% +$85.1K 0.94% 25
2023
Q4 		$1.83M Buy
83,867
+5,397
+7% +$115K 0.96% 23
2023
Q3 		$1.6M Buy
78,470
+372
+0.5% +$8.04K 0.98% 22
2023
Q2 		$1.63M Buy
78,098
+5,959
+8% +$132K 0.98% 19
2023
Q1 		$1.6M Buy
72,139
+6,116
+9% +$127K 1.02% 19
2022
Q4 		$1.45M Buy
66,023
+2,858
+5% +$56K 0.99% 20
2022
Q3 		$1.1M Sell
63,165
-1,023
-2% -$18.1K 0.86% 26
2022
Q2 		$1.2M Sell
64,188
-4,685
-7% -$97.7K 0.86% 27
2022
Q1 		$1.58M Buy
68,873
+11,108
+19% +$247K 1% 22
2021
Q4 		$1.24M Buy
57,765
+3,665
+7% +$79.2K 0.77% 28
2021
Q3 		$1.18M Buy
+54,100
New +$1.22M 0.77% 30

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

Independent Wealth Network's SLV Position: Q2 2026 in Review

Independent Wealth Network reduced its iShares Silver Trust (SLV) stake by 8.7% in Q2 2026, selling an estimated $607K and leaving 96,621 shares worth $5.17M. The position accounts for 1.31% of the portfolio, ranked #11.

Independent Wealth Network first reported a position in SLV in Q3 2021 and has held it in 20 quarters since. The position peaked at $7.21M in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Independent Wealth Network held 96,621 shares of iShares Silver Trust worth $5.17M as of Q2 2026.
  • Independent Wealth Network sold 9,157 iShares Silver Trust shares in Q2 2026, an estimated $607K.
  • iShares Silver Trust made up 1.31% of Independent Wealth Network's portfolio in Q2 2026, its #11 holding.
  • Independent Wealth Network first reported a position in iShares Silver Trust in Q3 2021 and has held it in 20 quarters since.
  • Independent Wealth Network's iShares Silver Trust position peaked at $7.21M in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Independent Wealth Network's 13F filing for Q2 2026, filed 20 Jul 2026.