Bogart Wealth LLC’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Bogart Wealth LLC’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
2022 Q3	–	Sell	-40	Closed	-$1.55K	–	1060
2022 Q2	$1K	Hold	40	–	–	﹤0.01%	838
2022 Q1	$2K	Buy	40 +10	+33%	+$486	﹤0.01%	678
2021 Q4	$2K	Buy	30 +10	+50%	+$532	﹤0.01%	652
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	682
2021 Q2	$1K	Buy	20 +10	+100%	+$476	﹤0.01%	643
2021 Q1	$0	Buy	+10	New	+$460	﹤0.01%	649

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

KAS

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

MFG

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

FANJ

Financial Architects (New Jersey) Marlton, New Jersey $663M AUM 15.53% 1-Year Est. Return

Bogart Wealth LLC's IDRV Position: Q3 2022 in Review

Bogart Wealth LLC sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q3 2022, closing a stake of 40 shares — an estimated $1.55K sold.

Bogart Wealth LLC first reported a position in IDRV in Q1 2021 and held it in 6 quarters. The position peaked at $2K in Q1 2022. 99 funds tracked by Wall St. Rank hold IDRV as of Q3 2022.

Bogart Wealth LLC reported no remaining iShares Self-Driving EV and Tech ETF position as of Q3 2022 after selling out during the quarter.
Bogart Wealth LLC sold 40 iShares Self-Driving EV and Tech ETF shares in Q3 2022, an estimated $1.55K.
Bogart Wealth LLC first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 6 quarters.
Bogart Wealth LLC's iShares Self-Driving EV and Tech ETF position peaked at $2K in Q1 2022.
99 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q3 2022.

Based on Bogart Wealth LLC's 13F filing for Q3 2022, filed 3 Nov 2022.