SRS
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Strong Retirement Solutions’s iShares Silver Trust SLV Stock Holding History

Strong Retirement Solutions’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 		$357K Sell
6,550
-2,500
-28% -$142K 0.2% 72
2026
Q2 		$484K Sell
9,050
-800
-8% -$53K 0.29% 58
2026
Q1 		$671K Buy
9,850
+3,964
+67% +$301K 0.47% 56
2025
Q4 		$379K Buy
+5,886
New +$295K 0.26% 68

Other funds holding SLV

RAG
RIA Advisory Group Des Moines, Iowa $353M AUM 19.86% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $250M AUM 27.02% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $397M AUM 31.23% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $464M AUM 16.89% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
SMAM
Sugar Maple Asset Management Sister Bay, Wisconsin $175M AUM 16.33% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Strong Retirement Solutions's SLV Position: Q3 2026 in Review

Strong Retirement Solutions reduced its iShares Silver Trust (SLV) stake by 28% in Q3 2026, selling an estimated $142K and leaving 6,550 shares worth $357K. The position accounts for 0.2% of the portfolio, ranked #72.

Strong Retirement Solutions first reported a position in SLV in Q4 2025 and has held it in 4 quarters since. The position peaked at $671K in Q1 2026. 192 funds tracked by Wall St. Rank hold SLV as of Q3 2026.

  • Strong Retirement Solutions held 6,550 shares of iShares Silver Trust worth $357K as of Q3 2026.
  • Strong Retirement Solutions sold 2,500 iShares Silver Trust shares in Q3 2026, an estimated $142K.
  • iShares Silver Trust made up 0.2% of Strong Retirement Solutions's portfolio in Q3 2026, its #72 holding.
  • Strong Retirement Solutions first reported a position in iShares Silver Trust in Q4 2025 and has held it in 4 quarters since.
  • Strong Retirement Solutions's iShares Silver Trust position peaked at $671K in Q1 2026.
  • 192 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2026.

Based on Strong Retirement Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.