Root Financial Partners
SLV icon

Root Financial Partners’s iShares Silver Trust SLV Stock Holding History

Root Financial Partners’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 		$147K Buy
+2,705
New +$153K ﹤0.01% 567
2026
Q2 		– Sell
-2,305
Closed -$157K – 2732
2026
Q1 		$157K Buy
2,305
+953
+70% +$72.4K 0.01% 402
2025
Q4 		$87.1K Sell
1,352
-343
-20% -$17.2K ﹤0.01% 517
2025
Q3 		$71.8K Buy
+1,695
New +$60.9K ﹤0.01% 548

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Banco Bilbao Vizcaya Argentaria
Banco Bilbao Vizcaya Argentaria Madrid, Spain $15.5B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Root Financial Partners's SLV Position: Q3 2026 in Review

Root Financial Partners opened a new position in iShares Silver Trust (SLV) in Q3 2026: 2,705 shares worth $147K. The stake represents ﹤0.01% of the portfolio and ranks #567 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SLV as recently as Q1 2026.

Root Financial Partners first reported a position in SLV in Q3 2025 and has held it in 4 quarters since. The position peaked at $157K in Q1 2026. 1,264 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Root Financial Partners held 2,705 shares of iShares Silver Trust worth $147K as of Q3 2026.
  • iShares Silver Trust was a new Root Financial Partners position in Q3 2026.
  • iShares Silver Trust made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #567 holding.
  • Root Financial Partners first reported a position in iShares Silver Trust in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's iShares Silver Trust position peaked at $157K in Q1 2026.
  • 1,264 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.