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

Accel 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
2023 Q2	–	Sell	-375	Closed	-$14.4K	–	491
2023 Q1	$14.4K	Hold	375	–	–	0.01%	793
2022 Q4	$12.7K	Hold	375	–	–	0.01%	654
2022 Q3	$13K	Hold	375	–	–	0.01%	675
2022 Q2	$14K	Hold	375	–	–	0.01%	627
2022 Q1	$17K	Hold	375	–	–	0.01%	592
2021 Q4	$20K	Hold	375	–	–	0.01%	572
2021 Q3	$18K	Hold	375	–	–	0.01%	529
2021 Q2	$19K	Hold	375	–	–	0.01%	559
2021 Q1	$17K	Sell	375 -55	-13%	-$2.53K	0.01%	545
2020 Q4	$19K	Buy	+430	New	+$16.5K	0.02%	505

Other funds holding IDRV

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

Accel Wealth Management's IDRV Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2023, closing a stake of 375 shares — an estimated $14.4K sold.

Accel Wealth Management first reported a position in IDRV in Q4 2020 and held it in 10 quarters. The position peaked at $20K in Q4 2021. 109 funds tracked by Wall St. Rank hold IDRV as of Q2 2023.

Accel Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 375 iShares Self-Driving EV and Tech ETF shares in Q2 2023, an estimated $14.4K.
Accel Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $20K in Q4 2021.
109 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.