Meritage Portfolio Management’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.49M Hold
45,394
0.09% 172
2025
Q1
$1.41M Buy
45,394
+229
+0.5% +$7.1K 0.09% 177
2024
Q4
$1.19M Hold
45,165
0.07% 186
2024
Q3
$1.28M Hold
45,165
0.08% 185
2024
Q2
$1.2M Buy
45,165
+12,280
+37% +$326K 0.08% 188
2024
Q1
$748K Sell
32,885
-1
-0% -$23 0.05% 217
2023
Q4
$716K Buy
32,886
+11,381
+53% +$248K 0.05% 217
2023
Q3
$437K Hold
21,505
0.03% 250
2023
Q2
$449K Hold
21,505
0.03% 252
2023
Q1
$476K Buy
+21,505
New +$476K 0.04% 213