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

MTM 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
2026 Q2	$436K	Sell	8,155 -1,349	-14%	-$89.4K	0.19%	61
2026 Q1	$648K	Buy	9,504 +398	+4%	+$30.2K	0.3%	47
2025 Q4	$587K	Buy	9,106 +66	+0.7%	+$3.3K	0.28%	52
2025 Q3	$383K	Hold	9,040	–	–	0.19%	60
2025 Q2	$297K	Hold	9,040	–	–	0.16%	64
2025 Q1	$280K	Hold	9,040	–	–	0.16%	65
2024 Q4	$238K	Hold	9,040	–	–	0.14%	68
2024 Q3	$257K	Buy	9,040 +200	+2%	+$5.37K	0.16%	65
2024 Q2	$235K	Buy	+8,840	New	+$233K	0.15%	65
2024 Q1	–	Sell	-9,560	Closed	-$208K	–	68
2023 Q4	$208K	Sell	9,560 -853	-8%	-$18.2K	0.15%	54
2023 Q3	$212K	Hold	10,413	–	–	0.18%	51
2023 Q2	$218K	Hold	10,413	–	–	0.18%	47
2023 Q1	$230K	Buy	10,413 +695	+7%	+$14.4K	0.2%	44
2022 Q4	$214K	Sell	9,718 -487	-5%	-$9.54K	0.19%	46
2022 Q3	$179K	Hold	10,205	–	–	0.16%	47
2022 Q2	$190K	Buy	10,205 +1,140	+13%	+$23.8K	0.17%	49
2022 Q1	$207K	Buy	+9,065	New	+$202K	0.22%	46

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

MTM Financial Group's SLV Position: Q2 2026 in Review

MTM Financial Group reduced its iShares Silver Trust (SLV) stake by 14% in Q2 2026, selling an estimated $89.4K and leaving 8,155 shares worth $436K. The position accounts for 0.19% of the portfolio, ranked #61.

MTM Financial Group first reported a position in SLV in Q1 2022 and has held it in 17 quarters since. The position peaked at $648K in Q1 2026. 1,409 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

MTM Financial Group held 8,155 shares of iShares Silver Trust worth $436K as of Q2 2026.
MTM Financial Group sold 1,349 iShares Silver Trust shares in Q2 2026, an estimated $89.4K.
iShares Silver Trust made up 0.19% of MTM Financial Group's portfolio in Q2 2026, its #61 holding.
MTM Financial Group first reported a position in iShares Silver Trust in Q1 2022 and has held it in 17 quarters since.
MTM Financial Group's iShares Silver Trust position peaked at $648K in Q1 2026.
1,409 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on MTM Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.