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

BerganKDV 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
Q1 		– Sell
-238
Closed -$8.05K – 1090
2022
Q4 		$8.05K Buy
+238
New +$8.57K ﹤0.01% 611

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

BerganKDV Wealth Management's IDRV Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2023, closing a stake of 238 shares — an estimated $8.05K sold.

BerganKDV Wealth Management first reported a position in IDRV in Q4 2022 and held it in 1 quarter. The position peaked at $8.05K in Q4 2022. 118 funds tracked by Wall St. Rank hold IDRV as of Q1 2023.

  • BerganKDV Wealth Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2023 after selling out during the quarter.
  • BerganKDV Wealth Management sold 238 iShares Self-Driving EV and Tech ETF shares in Q1 2023, an estimated $8.05K.
  • BerganKDV Wealth Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and held it in 1 quarter.
  • BerganKDV Wealth Management's iShares Self-Driving EV and Tech ETF position peaked at $8.05K in Q4 2022.
  • 118 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.