Bartlett & Co Wealth Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Bartlett & Co 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
2023 Q2	–	Sell	-500	Closed	-$19.2K	–	1167
2023 Q1	$19.2K	Hold	500	–	–	﹤0.01%	720
2022 Q4	$17K	Hold	500	–	–	﹤0.01%	746
2022 Q3	$16.7K	Hold	500	–	–	﹤0.01%	733
2022 Q2	$18.4K	Hold	500	–	–	﹤0.01%	750
2022 Q1	$23.2K	Buy	+500	New	+$24.3K	﹤0.01%	714
2021 Q1	–	Sell	-500	Closed	-$21.6K	–	1147
2020 Q4	$21.6K	Hold	500	–	–	﹤0.01%	655
2020 Q3	$16.7K	Buy	+500	New	+$15.9K	﹤0.01%	629

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bartlett & Co Wealth Management's IDRV Position: Q2 2023 in Review

Bartlett & Co Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2023, closing a stake of 500 shares — an estimated $19.2K sold.

Bartlett & Co Wealth Management first reported a position in IDRV in Q3 2020 and held it in 7 quarters. The position peaked at $23.2K in Q1 2022. 109 funds tracked by Wall St. Rank hold IDRV as of Q2 2023.

Bartlett & Co Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2023 after selling out during the quarter.
Bartlett & Co Wealth Management sold 500 iShares Self-Driving EV and Tech ETF shares in Q2 2023, an estimated $19.2K.
Bartlett & Co Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2020 and held it in 7 quarters.
Bartlett & Co Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $23.2K in Q1 2022.
109 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2023, filed 14 Feb 2024.