Advisornet Financial’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Advisornet Financial’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 Q3	–	Sell	-620	Closed	-$25.4K	–	2347
2023 Q2	$25.4K	Hold	620	–	–	﹤0.01%	1008
2023 Q1	$23.8K	Hold	620	–	–	﹤0.01%	1017
2022 Q4	$21K	Hold	620	–	–	﹤0.01%	1043
2022 Q3	$21K	Hold	620	–	–	﹤0.01%	1085
2022 Q2	$23K	Hold	620	–	–	﹤0.01%	1084
2022 Q1	$29K	Hold	620	–	–	﹤0.01%	1136
2021 Q4	$34K	Hold	620	–	–	﹤0.01%	1133
2021 Q3	$30K	Buy	+620	New	+$30.6K	﹤0.01%	1140

Other funds holding IDRV

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

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

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

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

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

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

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

MFG

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Advisornet Financial's IDRV Position: Q3 2023 in Review

Advisornet Financial sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2023, closing a stake of 620 shares — an estimated $25.4K sold.

Advisornet Financial first reported a position in IDRV in Q3 2021 and held it in 8 quarters. The position peaked at $34K in Q4 2021. 105 funds tracked by Wall St. Rank hold IDRV as of Q3 2023.

Advisornet Financial reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2023 after selling out during the quarter.
Advisornet Financial sold 620 iShares Self-Driving EV and Tech ETF shares in Q3 2023, an estimated $25.4K.
Advisornet Financial first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2021 and held it in 8 quarters.
Advisornet Financial's iShares Self-Driving EV and Tech ETF position peaked at $34K in Q4 2021.
105 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2023.

Based on Advisornet Financial's 13F filing for Q3 2023, filed 12 Oct 2023.