American Portfolios Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

American Portfolios Advisors’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
2022 Q3	$156K	Sell	4,651 -101	-2%	-$3.92K	0.01%	1129
2022 Q2	$175K	Buy	4,752 +581	+14%	+$23.8K	0.01%	1109
2022 Q1	$194K	Sell	4,171 -2,861	-41%	-$139K	0.01%	1167
2021 Q4	$381K	Buy	7,032 +3,463	+97%	+$184K	0.01%	868
2021 Q3	$172K	Buy	3,569 +1,274	+56%	+$63K	0.01%	1188
2021 Q2	$114K	Buy	2,295 +1,434	+167%	+$68.3K	﹤0.01%	1350
2021 Q1	$39.7K	Sell	861 -5,429	-86%	-$250K	﹤0.01%	1706
2020 Q4	$272K	Buy	+6,290	New	+$241K	0.01%	775
2020 Q1	–	Sell	-2,336	Closed	-$63.9K	–	2842
2019 Q4	$63.9K	Buy	+2,336	New	+$60.6K	﹤0.01%	1253

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

KAS

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

MFG

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

American Portfolios Advisors's IDRV Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 2.1% in Q3 2022, selling an estimated $3.92K and leaving 4,651 shares worth $156K. The position accounts for 0.01% of the portfolio, ranked #1129.

American Portfolios Advisors first reported a position in IDRV in Q4 2019 and has held it in 9 quarters since. The position peaked at $381K in Q4 2021. 99 funds tracked by Wall St. Rank hold IDRV as of Q3 2022.

American Portfolios Advisors held 4,651 shares of iShares Self-Driving EV and Tech ETF worth $156K as of Q3 2022.
American Portfolios Advisors sold 101 iShares Self-Driving EV and Tech ETF shares in Q3 2022, an estimated $3.92K.
iShares Self-Driving EV and Tech ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1129 holding.
American Portfolios Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2019 and has held it in 9 quarters since.
American Portfolios Advisors's iShares Self-Driving EV and Tech ETF position peaked at $381K in Q4 2021.
99 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.