Midwest Financial Group’s iShares Silver Trust SLV Stock Holding History

Midwest Financial Group’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 Q2	–	Sell	-53,990	Closed	-$1.23M	–	108
2024 Q1	$1.23M	Sell	53,990 -630	-1%	-$13.5K	0.83%	32
2023 Q4	$1.19M	Sell	54,620 -1,300	-2%	-$27.7K	0.89%	30
2023 Q3	$1.14M	Sell	55,920 -250	-0.4%	-$5.4K	0.96%	25
2023 Q2	$1.17M	Sell	56,170 -730	-1%	-$16.2K	0.99%	24
2023 Q1	$1.26M	Buy	+56,900	New	+$1.18M	1.16%	22

Other funds holding SLV

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Midwest Financial Group's SLV Position: Q2 2024 in Review

Midwest Financial Group sold out of iShares Silver Trust (SLV) in Q2 2024, closing a stake of 53,990 shares — an estimated $1.23M sold.

Midwest Financial Group first reported a position in SLV in Q1 2023 and held it in 5 quarters. The position peaked at $1.26M in Q1 2023. 868 funds tracked by Wall St. Rank hold SLV as of Q2 2024.

Midwest Financial Group reported no remaining iShares Silver Trust position as of Q2 2024 after selling out during the quarter.
Midwest Financial Group sold 53,990 iShares Silver Trust shares in Q2 2024, an estimated $1.23M.
Midwest Financial Group first reported a position in iShares Silver Trust in Q1 2023 and held it in 5 quarters.
Midwest Financial Group's iShares Silver Trust position peaked at $1.26M in Q1 2023.
868 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2024.

Based on Midwest Financial Group's 13F filing for Q2 2024, filed 17 Jul 2024.