Ironwood Wealth Management (West Virginia)’s iShares Silver Trust SLV Stock Holding History

Ironwood Wealth Management (West Virginia)’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
2024 Q3	–	Sell	-750	Closed	-$21.5K	–	23
2024 Q2	$21.5K	Hold	750	–	–	0.01%	21
2024 Q1	$19.5K	Hold	750	–	–	0.01%	22
2023 Q4	$15.6K	Hold	750	–	–	0.01%	21
2023 Q3	$14.4K	Hold	750	–	–	0.01%	21
2023 Q2	$15.6K	Hold	750	–	–	0.01%	22
2023 Q1	$17.2K	Hold	750	–	–	0.01%	23
2022 Q4	$16.4K	Hold	750	–	–	0.01%	24
2022 Q3	$14K	Hold	750	–	–	0.01%	23
2022 Q2	$13K	Hold	750	–	–	0.01%	22
2022 Q1	$17K	Hold	750	–	–	0.01%	20
2021 Q4	$16K	Hold	750	–	–	0.01%	19
2021 Q3	$15K	Hold	750	–	–	0.01%	17
2021 Q2	$18K	Hold	750	–	–	0.01%	23
2021 Q1	$17K	Hold	750	–	–	0.01%	18
2020 Q4	$18K	Buy	+750	New	+$17.1K	0.02%	19

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ironwood Wealth Management (West Virginia)'s SLV Position: Q3 2024 in Review

Ironwood Wealth Management (West Virginia) sold out of iShares Silver Trust (SLV) in Q3 2024, closing a stake of 750 shares — an estimated $21.5K sold.

Ironwood Wealth Management (West Virginia) first reported a position in SLV in Q4 2020 and held it in 15 quarters. The position peaked at $21.5K in Q2 2024. 914 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

Ironwood Wealth Management (West Virginia) reported no remaining iShares Silver Trust position as of Q3 2024 after selling out during the quarter.
Ironwood Wealth Management (West Virginia) sold 750 iShares Silver Trust shares in Q3 2024, an estimated $21.5K.
Ironwood Wealth Management (West Virginia) first reported a position in iShares Silver Trust in Q4 2020 and held it in 15 quarters.
Ironwood Wealth Management (West Virginia)'s iShares Silver Trust position peaked at $21.5K in Q2 2024.
914 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on Ironwood Wealth Management (West Virginia)'s 13F filing for Q3 2024, filed 7 Oct 2024.