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Roxbury Financial’s iShares Silver Trust SLV Stock Holding History

Roxbury Financial’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 		$1.07K Hold
20
– – ﹤0.01% 393
2026
Q1 		$1.36K Buy
+20
New +$1.52K ﹤0.01% 355

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
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

Roxbury Financial's SLV Position: Q2 2026 in Review

Roxbury Financial held its iShares Silver Trust (SLV) position steady in Q2 2026 at 20 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #393.

Roxbury Financial first reported a position in SLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.36K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Roxbury Financial held 20 shares of iShares Silver Trust worth $1.07K as of Q2 2026.
  • Roxbury Financial left its iShares Silver Trust share count unchanged in Q2 2026.
  • iShares Silver Trust made up ﹤0.01% of Roxbury Financial's portfolio in Q2 2026, its #393 holding.
  • Roxbury Financial first reported a position in iShares Silver Trust in Q1 2026 and has held it in 2 quarters since.
  • Roxbury Financial's iShares Silver Trust position peaked at $1.36K in Q1 2026.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Roxbury Financial's 13F filing for Q2 2026, filed 1 Jul 2026.