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

Avion Wealth’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
-26
Closed -$1K – 988
2023
Q2 		$1K Buy
+26
New +$979 ﹤0.01% 588

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
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

Avion Wealth's IDRV Position: Q3 2023 in Review

Avion Wealth sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2023, closing a stake of 26 shares — an estimated $1K sold.

Avion Wealth first reported a position in IDRV in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 105 funds tracked by Wall St. Rank hold IDRV as of Q3 2023.

  • Avion Wealth reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2023 after selling out during the quarter.
  • Avion Wealth sold 26 iShares Self-Driving EV and Tech ETF shares in Q3 2023, an estimated $1K.
  • Avion Wealth first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2023 and held it in 1 quarter.
  • Avion Wealth's iShares Self-Driving EV and Tech ETF position peaked at $1K in Q2 2023.
  • 105 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2023.

Based on Avion Wealth's 13F filing for Q3 2023, filed 20 Oct 2023.