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

Baystate 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 Q4	$11.6K	Buy	324 +3	+0.9%	+$102	﹤0.01%	691
2023 Q3	$11.9K	Sell	321 -5	-2%	-$203	﹤0.01%	549
2023 Q2	$13.3K	Buy	326 +4	+1%	+$151	﹤0.01%	520
2023 Q1	$12.4K	Buy	322 +1	+0.3%	+$38	﹤0.01%	524
2022 Q4	$11K	Buy	321 +2	+0.6%	+$72	﹤0.01%	554
2022 Q3	$11K	Hold	319	–	–	﹤0.01%	522
2022 Q2	$12K	Sell	319 -179	-36%	-$7.33K	﹤0.01%	531
2022 Q1	$23K	Sell	498 -158	-24%	-$7.68K	﹤0.01%	429
2021 Q4	$36K	Buy	656 +343	+110%	+$18.2K	﹤0.01%	370
2021 Q3	$15K	Buy	313 +205	+190%	+$10.1K	﹤0.01%	473
2021 Q2	$5K	Hold	108	–	–	﹤0.01%	571
2021 Q1	$5K	Buy	+108	New	+$4.97K	﹤0.01%	515

Other funds holding IDRV

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MFG

Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

Baystate Wealth Management's IDRV Position: Q4 2023 in Review

Baystate Wealth Management increased its iShares Self-Driving EV and Tech ETF (IDRV) stake by 0.93% in Q4 2023, buying an estimated $102 and bringing the position to 324 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #691.

Baystate Wealth Management first reported a position in IDRV in Q1 2021 and has held it in 12 quarters since. The position peaked at $36K in Q4 2021. 102 funds tracked by Wall St. Rank hold IDRV as of Q4 2023.

Baystate Wealth Management held 324 shares of iShares Self-Driving EV and Tech ETF worth $11.6K as of Q4 2023.
Baystate Wealth Management bought 3 iShares Self-Driving EV and Tech ETF shares in Q4 2023, an estimated $102.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #691 holding.
Baystate Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and has held it in 12 quarters since.
Baystate Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $36K in Q4 2021.
102 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.