IF
SLV icon

Ironwood Financial’s iShares Silver Trust SLV Stock Holding History

Ironwood Financial’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 		$278K Sell
5,335
-1,241
-19% -$82.3K 0.04% 155
2026
Q1 		$448K Sell
6,576
-1,159
-15% -$88.1K 0.08% 118
2025
Q4 		$597K Sell
7,735
-468
-6% -$23.4K 0.1% 109
2025
Q3 		$348K Buy
8,203
+255
+3% +$9.16K 0.06% 132
2025
Q2 		$246K Hold
7,948
– – 0.05% 144
2025
Q1 		$246K Sell
7,948
-155
-2% -$4.5K 0.05% 144
2024
Q4 		$213K Sell
8,103
-456
-5% -$13K 0.04% 153
2024
Q3 		$243K Buy
8,559
+945
+12% +$25.4K 0.05% 140
2024
Q2 		$202K Buy
+7,614
New +$200K 0.05% 144
2021
Q4 		– Sell
-7,348
Closed -$151K – 462
2021
Q3 		$151K Sell
7,348
-25
-0.3% -$562 0.04% 125
2021
Q2 		$179K Hold
7,373
– – 0.05% 118
2021
Q1 		$167K Buy
7,373
+2,130
+41% +$51.9K 0.05% 112
2020
Q4 		$129K Hold
5,243
– – 0.05% 116
2020
Q3 		$113K Buy
5,243
+3,525
+205% +$80.1K 0.06% 78
2020
Q2 		$29K Hold
1,718
– – 0.02% 145
2020
Q1 		$22K Sell
1,718
-517
-23% -$8.13K 0.02% 144
2019
Q4 		$37K Sell
2,235
-19
-0.8% -$308 0.02% 137
2019
Q3 		$36K Hold
2,254
– – 0.02% 144
2019
Q2 		$32K Hold
2,254
– – 0.02% 155
2019
Q1 		$32K Hold
2,254
– – 0.02% 155
2018
Q4 		$33K Buy
2,254
+104
+5% +$1.42K 0.02% 141
2018
Q3 		$30K Hold
2,150
– – 0.02% 158
2018
Q2 		$33K Hold
2,150
– – 0.02% 118
2018
Q1 		$33K Hold
2,150
– – 0.04% 98
2017
Q4 		$34K Hold
2,150
– – 0.02% 104
2017
Q3 		$34K Buy
2,150
+306
+17% +$4.88K 0.02% 106
2017
Q2 		$29K Hold
1,844
– – 0.02% 110
2017
Q1 		$32K Buy
1,844
+65
+4% +$1.08K 0.02% 105
2016
Q4 		$27K Hold
1,779
– – 0.02% 114
2016
Q3 		$32K Hold
1,779
– – 0.02% 110
2016
Q2 		$32K Sell
1,779
-486
-21% -$7.78K 0.02% 109
2016
Q1 		$33K Buy
+2,265
New +$32.1K 0.03% 107
2015
Q3 		$31K Buy
2,265
+340
+18% +$4.84K 0.02% 141
2015
Q2 		$29K Hold
1,925
– – 0.01% 143
2015
Q1 		$31K Buy
1,925
+500
+35% +$8K 0.01% 139
2014
Q4 		$21K Buy
+1,425
New +$22.5K 0.01% 134

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

Ironwood Financial's SLV Position: Q2 2026 in Review

Ironwood Financial reduced its iShares Silver Trust (SLV) stake by 19% in Q2 2026, selling an estimated $82.3K and leaving 5,335 shares worth $278K. The position accounts for 0.04% of the portfolio, ranked #155.

Ironwood Financial first reported a position in SLV in Q4 2014 and has held it in 36 quarters since. The position peaked at $597K in Q4 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Ironwood Financial held 5,335 shares of iShares Silver Trust worth $278K as of Q2 2026.
  • Ironwood Financial sold 1,241 iShares Silver Trust shares in Q2 2026, an estimated $82.3K.
  • iShares Silver Trust made up 0.04% of Ironwood Financial's portfolio in Q2 2026, its #155 holding.
  • Ironwood Financial first reported a position in iShares Silver Trust in Q4 2014 and has held it in 36 quarters since.
  • Ironwood Financial's iShares Silver Trust position peaked at $597K in Q4 2025.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.