N.E.W. Advisory Services’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.47M Buy
27,551
+760
+3% +$50.4K 0.1% 83
2026
Q1
$1.83M Buy
26,791
+165
+0.6% +$12.5K 0.14% 73
2025
Q4
$1.72M Buy
26,626
+311
+1% +$15.6K 0.13% 72
2025
Q3
$1.11M Buy
26,315
+1,244
+5% +$44.7K 0.1% 71
2025
Q2
$823K Buy
25,071
+613
+3% +$18.7K 0.08% 84
2025
Q1
$758K Buy
24,458
+3,506
+17% +$102K 0.06% 99
2024
Q4
$552K Buy
20,952
+10,059
+92% +$287K 0.05% 107
2024
Q3
$309K Buy
10,893
+254
+2% +$6.83K 0.03% 142
2024
Q2
$283K Hold
10,639
0.03% 145
2024
Q1
$242K Buy
+10,639
New +$227K 0.03% 152
2021
Q3
Sell
-10,800
Closed -$261K 136
2021
Q2
$261K Buy
+10,800
New +$267K 0.04% 114

Other funds holding SLV

N.E.W. Advisory Services's SLV Position: Q2 2026 in Review

N.E.W. Advisory Services increased its iShares Silver Trust (SLV) stake by 2.8% in Q2 2026, buying an estimated $50.4K and bringing the position to 27,551 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #83.

N.E.W. Advisory Services first reported a position in SLV in Q2 2021 and has held it in 11 quarters since. The position peaked at $1.83M in Q1 2026. 1,041 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • N.E.W. Advisory Services held 27,551 shares of iShares Silver Trust worth $1.47M as of Q2 2026.
  • N.E.W. Advisory Services bought 760 iShares Silver Trust shares in Q2 2026, an estimated $50.4K.
  • iShares Silver Trust made up 0.1% of N.E.W. Advisory Services's portfolio in Q2 2026, its #83 holding.
  • N.E.W. Advisory Services first reported a position in iShares Silver Trust in Q2 2021 and has held it in 11 quarters since.
  • N.E.W. Advisory Services's iShares Silver Trust position peaked at $1.83M in Q1 2026.
  • 1,041 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.