AWM
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Able Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Able Wealth Management’s Portfolio IDRV Stock Details IDRV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-63
Closed -$2.26K – 305
2023
Q4 		$2.26K Buy
+63
New +$2.15K ﹤0.01% 439

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Able Wealth Management's IDRV Position: Q1 2024 in Review

Able Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 63 shares — an estimated $2.26K sold.

Able Wealth Management first reported a position in IDRV in Q4 2023 and held it in 1 quarter. The position peaked at $2.26K in Q4 2023. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

  • Able Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
  • Able Wealth Management sold 63 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $2.26K.
  • Able Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2023 and held it in 1 quarter.
  • Able Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $2.26K in Q4 2023.
  • 96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.