LRI Investments’s iShares Silver Trust SLV Stock Holding History

LRI Investments’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	$34.1K	Hold	638	–	–	﹤0.01%	624
2026 Q1	$43.5K	Hold	638	–	–	﹤0.01%	541
2025 Q4	$41.1K	Hold	638	–	–	﹤0.01%	578
2025 Q3	$27K	Hold	638	–	–	﹤0.01%	658
2025 Q2	$20.9K	Hold	638	–	–	﹤0.01%	696
2025 Q1	$19.8K	Hold	638	–	–	﹤0.01%	678
2024 Q4	$16.8K	Hold	638	–	–	﹤0.01%	699
2024 Q3	$17.7K	Hold	638	–	–	﹤0.01%	678
2024 Q2	$17K	Hold	638	–	–	﹤0.01%	635
2024 Q1	$14.5K	Buy	+638	New	+$13.6K	﹤0.01%	430

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 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

LRI Investments's SLV Position: Q2 2026 in Review

LRI Investments held its iShares Silver Trust (SLV) position steady in Q2 2026 at 638 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #624.

LRI Investments first reported a position in SLV in Q1 2024 and has held it in 10 quarters since. The position peaked at $43.5K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

LRI Investments held 638 shares of iShares Silver Trust worth $34.1K as of Q2 2026.
LRI Investments left its iShares Silver Trust share count unchanged in Q2 2026.
iShares Silver Trust made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #624 holding.
LRI Investments first reported a position in iShares Silver Trust in Q1 2024 and has held it in 10 quarters since.
LRI Investments's iShares Silver Trust position peaked at $43.5K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.