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Cahill Financial Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Cahill Financial Advisors’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
2021
Q4 		– Sell
-934
Closed -$45K – 470
2021
Q3 		$45K Buy
+934
New +$46.2K 0.01% 351

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cahill Financial Advisors's IDRV Position: Q4 2021 in Review

Cahill Financial Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2021, closing a stake of 934 shares — an estimated $45K sold.

Cahill Financial Advisors first reported a position in IDRV in Q3 2021 and held it in 1 quarter. The position peaked at $45K in Q3 2021. 114 funds tracked by Wall St. Rank hold IDRV as of Q4 2021.

  • Cahill Financial Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2021 after selling out during the quarter.
  • Cahill Financial Advisors sold 934 iShares Self-Driving EV and Tech ETF shares in Q4 2021, an estimated $45K.
  • Cahill Financial Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q3 2021 and held it in 1 quarter.
  • Cahill Financial Advisors's iShares Self-Driving EV and Tech ETF position peaked at $45K in Q3 2021.
  • 114 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2021.

Based on Cahill Financial Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.