Pettinga Financial Advisors’s iShares Silver Trust SLV Stock Holding History

Pettinga Financial 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
2026 Q3	$5.47M	Sell	100,361 -1,456	-1%	-$82.5K	0.9%	28
2026 Q2	$5.44M	Sell	101,817 -671	-0.7%	-$44.5K	0.87%	28
2026 Q1	$6.98M	Sell	102,488 -5,879	-5%	-$447K	1.31%	21
2025 Q4	$6.98M	Buy	108,367 +7,764	+8%	+$389K	1.32%	22
2025 Q3	$4.26M	Sell	100,603 -1,369	-1%	-$49.2K	0.83%	30
2025 Q2	$3.35M	Sell	101,972 -1,838	-2%	-$56.2K	0.73%	32
2025 Q1	$3.22M	Sell	103,810 -4,409	-4%	-$128K	0.76%	34
2024 Q4	$2.85M	Sell	108,219 -641	-0.6%	-$18.3K	0.64%	36
2024 Q3	$3.09M	Buy	108,860 +658	+0.6%	+$17.7K	0.73%	33
2024 Q2	$2.87M	Sell	108,202 -17,841	-14%	-$469K	0.72%	32
2024 Q1	$2.87M	Sell	126,043 -6,577	-5%	-$140K	0.73%	34
2023 Q4	$2.89M	Sell	132,620 -2,381	-2%	-$50.7K	0.77%	33
2023 Q3	$2.75M	Buy	135,001 +767	+0.6%	+$16.6K	0.83%	29
2023 Q2	$2.8M	Sell	134,234 -6,409	-5%	-$142K	0.83%	28
2023 Q1	$3.11M	Buy	140,643 +15,816	+13%	+$328K	0.97%	27
2022 Q4	$2.75M	Sell	124,827 -1,999	-2%	-$39.2K	0.9%	27
2022 Q3	$2.22M	Sell	126,826 -5,586	-4%	-$99K	0.76%	30
2022 Q2	$2.47M	Buy	132,412 +2,901	+2%	+$60.5K	0.74%	34
2022 Q1	$2.96M	Buy	129,511 +858	+0.7%	+$19.1K	0.74%	35
2021 Q4	$2.77M	Sell	128,653 -7,379	-5%	-$159K	0.67%	37
2021 Q3	$2.79M	Buy	136,032 +2,124	+2%	+$47.8K	0.71%	33
2021 Q2	$3.24M	Buy	133,908 +13,071	+11%	+$324K	0.87%	32
2021 Q1	$2.74M	Buy	120,837 +17,341	+17%	+$422K	0.8%	33
2020 Q4	$2.54M	Buy	103,496 +18,165	+21%	+$413K	0.91%	27
2020 Q3	$1.85M	Sell	85,331 -17,641	-17%	-$401K	0.78%	27
2020 Q2	$1.75M	Buy	102,972 +10,142	+11%	+$155K	0.85%	27
2020 Q1	$1.21M	Buy	92,830 +37,080	+67%	+$583K	0.82%	26
2019 Q4	$930K	Buy	55,750 +14,465	+35%	+$234K	0.5%	39
2019 Q3	$657K	Sell	41,285 -6,500	-14%	-$103K	0.35%	45
2019 Q2	$685K	Buy	47,785 +10,430	+28%	+$146K	0.36%	42
2019 Q1	$530K	Buy	37,355 +14,350	+62%	+$209K	0.28%	51
2018 Q4	$334K	Buy	+23,005	New	+$314K	0.22%	65

Other funds holding SLV

Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

SMAM

Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return

IAG

Innovative Advisory Group Lexington, Massachusetts $137M AUM 8.39% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Pettinga Financial Advisors's SLV Position: Q3 2026 in Review

Pettinga Financial Advisors reduced its iShares Silver Trust (SLV) stake by 1.4% in Q3 2026, selling an estimated $82.5K and leaving 100,361 shares worth $5.47M. The position accounts for 0.9% of the portfolio, ranked #28.

Pettinga Financial Advisors first reported a position in SLV in Q4 2018 and has held it in 32 quarters since. The position peaked at $6.98M in Q1 2026. 121 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

Pettinga Financial Advisors held 100,361 shares of iShares Silver Trust worth $5.47M as of Q3 2026.
Pettinga Financial Advisors sold 1,456 iShares Silver Trust shares in Q3 2026, an estimated $82.5K.
iShares Silver Trust made up 0.9% of Pettinga Financial Advisors's portfolio in Q3 2026, its #28 holding.
Pettinga Financial Advisors first reported a position in iShares Silver Trust in Q4 2018 and has held it in 32 quarters since.
Pettinga Financial Advisors's iShares Silver Trust position peaked at $6.98M in Q1 2026.
121 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Pettinga Financial Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.