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

Bartlett & Co’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	-$19K	–	1139
2023 Q1	$19K	Hold	500	–	–	﹤0.01%	723
2022 Q4	$17K	Hold	500	–	–	﹤0.01%	745
2022 Q3	$17K	Hold	500	–	–	﹤0.01%	728
2022 Q2	$18K	Hold	500	–	–	﹤0.01%	751
2022 Q1	$23K	Buy	+500	New	+$24.3K	﹤0.01%	714
2021 Q1	–	Sell	-500	Closed	-$22K	–	1106
2020 Q4	$22K	Hold	500	–	–	﹤0.01%	653
2020 Q3	$17K	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's IDRV Position: Q2 2023 in Review

Bartlett & Co sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2023, closing a stake of 500 shares — an estimated $19K sold.

Bartlett & Co first reported a position in IDRV in Q3 2020 and held it in 7 quarters. The position peaked at $23K in Q1 2022. 109 funds tracked by Wall St. Rank hold IDRV as of Q2 2023.

Bartlett & Co reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2023 after selling out during the quarter.
Bartlett & Co sold 500 iShares Self-Driving EV and Tech ETF shares in Q2 2023, an estimated $19K.
Bartlett & Co first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2020 and held it in 7 quarters.
Bartlett & Co's iShares Self-Driving EV and Tech ETF position peaked at $23K 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's 13F filing for Q2 2023, filed 14 Jul 2023.