Arkadios Wealth Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-1,973	Closed	-$94K	–	1133
2021 Q3	$94K	Sell	1,973 -110	-5%	-$5.44K	0.01%	706
2021 Q2	$103K	Buy	2,083 +75	+4%	+$3.57K	0.01%	713
2021 Q1	$92K	Buy	2,008 +1,180	+143%	+$54.3K	0.02%	552
2020 Q4	$35K	Buy	828 +478	+137%	+$18.3K	0.01%	625
2020 Q3	$12.3K	Buy	+350	New	+$11.1K	0.01%	705

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

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

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

Arkadios Wealth Advisors's IDRV Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2021, closing a stake of 1,973 shares — an estimated $94K sold.

Arkadios Wealth Advisors first reported a position in IDRV in Q3 2020 and held it in 5 quarters. The position peaked at $103K in Q2 2021. 114 funds tracked by Wall St. Rank hold IDRV as of Q4 2021.

Arkadios Wealth Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 1,973 iShares Self-Driving EV and Tech ETF shares in Q4 2021, an estimated $94K.
Arkadios Wealth Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2020 and held it in 5 quarters.
Arkadios Wealth Advisors's iShares Self-Driving EV and Tech ETF position peaked at $103K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.