Better Money Decisions’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Better Money Decisions’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
2024 Q1	–	Sell	-8,092	Closed	-$289K	–	68
2023 Q4	$289K	Buy	8,092 +77	+1%	+$2.62K	0.24%	52
2023 Q3	$298K	Hold	8,015	–	–	0.26%	46
2023 Q2	$328K	Buy	8,015 +90	+1%	+$3.39K	0.27%	47
2023 Q1	$304K	Hold	7,925	–	–	0.26%	46
2022 Q4	$268K	Hold	7,925	–	–	0.23%	58
2022 Q3	$265K	Hold	7,925	–	–	0.26%	50
2022 Q2	$292K	Hold	7,925	–	–	0.25%	47
2022 Q1	$368K	Buy	7,925 +37	+0.5%	+$1.8K	0.34%	43
2021 Q4	$428K	Buy	7,888 +21	+0.3%	+$1.12K	0.36%	42
2021 Q3	$379K	Hold	7,867	–	–	0.31%	46
2021 Q2	$391K	Buy	7,867 +32	+0.4%	+$1.52K	0.35%	43
2021 Q1	$361K	Buy	+7,835	New	+$360K	0.37%	40

Other funds holding IDRV

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

MFG

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

DWP

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

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

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Better Money Decisions's IDRV Position: Q1 2024 in Review

Better Money Decisions sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 8,092 shares — an estimated $289K sold.

Better Money Decisions first reported a position in IDRV in Q1 2021 and held it in 12 quarters. The position peaked at $428K in Q4 2021. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

Better Money Decisions reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
Better Money Decisions sold 8,092 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $289K.
Better Money Decisions first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 12 quarters.
Better Money Decisions's iShares Self-Driving EV and Tech ETF position peaked at $428K in Q4 2021.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Better Money Decisions's 13F filing for Q1 2024, filed 1 May 2024.