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

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

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. 465 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.
465 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.