Ritter Daniher Financial Advisory’s iShares Silver Trust SLV Stock Holding History

Ritter Daniher Financial Advisory’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	$233K	Buy	4,363 +299	+7%	+$19.8K	0.04%	153
2026 Q1	$277K	Hold	4,064	–	–	0.05%	138
2025 Q4	$262K	Buy	+4,064	New	+$203K	0.04%	145
2021 Q3	–	Sell	-1,070	Closed	-$26K	–	217
2021 Q2	$26K	Sell	1,070 -500	-32%	-$12.4K	0.02%	124
2021 Q1	$36K	Buy	1,570 +1,070	+214%	+$26.1K	0.03%	103
2020 Q4	$12K	Buy	+500	New	+$11.4K	0.01%	132

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Ritter Daniher Financial Advisory's SLV Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its iShares Silver Trust (SLV) stake by 7.4% in Q2 2026, buying an estimated $19.8K and bringing the position to 4,363 shares worth $233K. The position accounts for 0.04% of the portfolio, ranked #153.

Ritter Daniher Financial Advisory first reported a position in SLV in Q4 2020 and has held it in 6 quarters since. The position peaked at $277K in Q1 2026. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Ritter Daniher Financial Advisory held 4,363 shares of iShares Silver Trust worth $233K as of Q2 2026.
Ritter Daniher Financial Advisory bought 299 iShares Silver Trust shares in Q2 2026, an estimated $19.8K.
iShares Silver Trust made up 0.04% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #153 holding.
Ritter Daniher Financial Advisory first reported a position in iShares Silver Trust in Q4 2020 and has held it in 6 quarters since.
Ritter Daniher Financial Advisory's iShares Silver Trust position peaked at $277K in Q1 2026.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.