Advisory Services Network’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Advisory Services Network’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	-2,259	Closed	-$80.7K	–	2499
2023 Q4	$80.7K	Buy	+2,259	New	+$76.9K	﹤0.01%	1756
2023 Q2	–	Sell	-3,317	Closed	-$127K	–	2472
2023 Q1	$127K	Sell	3,317 -1,939	-37%	-$74.6K	﹤0.01%	1519
2022 Q4	$178K	Buy	+5,256	New	+$189K	0.01%	1322
2022 Q2	–	Sell	-5,284	Closed	-$245K	–	1432
2022 Q1	$245K	Sell	5,284 -1,109	-17%	-$53.9K	0.01%	1247
2021 Q4	$347K	Buy	6,393 +2,154	+51%	+$114K	0.01%	1045
2021 Q3	$204K	Buy	4,239 +1,268	+43%	+$62.7K	0.01%	1266
2021 Q2	$148K	Buy	+2,971	New	+$141K	﹤0.01%	1408
2021 Q1	–	Sell	-2,224	Closed	-$96K	–	2089
2020 Q4	$96K	Buy	2,224 +6	+0.3%	+$230	﹤0.01%	1351
2020 Q3	$74K	Buy	+2,218	New	+$70.4K	﹤0.01%	1389

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advisory Services Network's IDRV Position: Q1 2024 in Review

Advisory Services Network sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 2,259 shares — an estimated $80.7K sold.

Advisory Services Network first reported a position in IDRV in Q3 2020 and held it in 9 quarters. The position peaked at $347K in Q4 2021. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

Advisory Services Network reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
Advisory Services Network sold 2,259 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $80.7K.
Advisory Services Network first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2020 and held it in 9 quarters.
Advisory Services Network's iShares Self-Driving EV and Tech ETF position peaked at $347K in Q4 2021.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Advisory Services Network's 13F filing for Q1 2024, filed 6 May 2024.