Swisher Financial Concepts’s iShares Silver Trust SLV Stock Holding History

Swisher Financial Concepts’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	$405K	Sell	7,569 -10,162	-57%	-$674K	0.25%	43
2026 Q1	$1.21M	Buy	17,731 +148	+0.8%	+$11.2K	0.68%	24
2025 Q4	$1.13M	Buy	17,583 +378	+2%	+$18.9K	0.64%	25
2025 Q3	$729K	Buy	17,205 +240	+1%	+$8.62K	0.44%	35
2025 Q2	$557K	Sell	16,965 -345	-2%	-$10.6K	0.36%	50
2025 Q1	$536K	Buy	17,310 +520	+3%	+$15.1K	0.44%	40
2024 Q4	$442K	Sell	16,790 -16,040	-49%	-$458K	0.52%	34
2024 Q3	$919K	Buy	32,830 +16,415	+100%	+$441K	0.58%	32
2024 Q2	$443K	Sell	16,415 -105	-0.6%	-$2.76K	0.45%	42
2024 Q1	$424K	Sell	16,520 -200	-1%	-$4.27K	0.37%	44
2023 Q4	$351K	Buy	+16,720	New	+$356K	0.34%	51

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

Swisher Financial Concepts's SLV Position: Q2 2026 in Review

Swisher Financial Concepts reduced its iShares Silver Trust (SLV) stake by 57% in Q2 2026, selling an estimated $674K and leaving 7,569 shares worth $405K. The position accounts for 0.25% of the portfolio, ranked #43.

Swisher Financial Concepts first reported a position in SLV in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.21M in Q1 2026. 1,414 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Swisher Financial Concepts held 7,569 shares of iShares Silver Trust worth $405K as of Q2 2026.
Swisher Financial Concepts sold 10,162 iShares Silver Trust shares in Q2 2026, an estimated $674K.
iShares Silver Trust made up 0.25% of Swisher Financial Concepts's portfolio in Q2 2026, its #43 holding.
Swisher Financial Concepts first reported a position in iShares Silver Trust in Q4 2023 and has held it in 11 quarters since.
Swisher Financial Concepts's iShares Silver Trust position peaked at $1.21M in Q1 2026.
1,414 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Swisher Financial Concepts's 13F filing for Q2 2026, filed 6 Aug 2026.