AWM
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Axxcess Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-4,300
Closed -$233K – 672
2021
Q4 		$233K Buy
+4,300
New +$229K 0.02% 543

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return

Axxcess Wealth Management's IDRV Position: Q1 2022 in Review

Axxcess Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2022, closing a stake of 4,300 shares — an estimated $233K sold.

Axxcess Wealth Management first reported a position in IDRV in Q4 2021 and held it in 1 quarter. The position peaked at $233K in Q4 2021. 117 funds tracked by Wall St. Rank hold IDRV as of Q1 2022.

  • Axxcess Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 4,300 iShares Self-Driving EV and Tech ETF shares in Q1 2022, an estimated $233K.
  • Axxcess Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2021 and held it in 1 quarter.
  • Axxcess Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $233K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2022.

Based on Axxcess Wealth Management's 13F filing for Q1 2022, filed 11 Aug 2022.