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 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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

EMAM

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM