Capital Advisory Group Advisory Services’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Capital Advisory Group Advisory Services’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	-40	Closed	-$2K	–	311
2021 Q3	$2K	Hold	40	–	–	﹤0.01%	501
2021 Q2	$2K	Hold	40	–	–	﹤0.01%	500
2021 Q1	$2K	Buy	+40	New	+$1.84K	﹤0.01%	480

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

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

360 Financial Wayzata, Minnesota $332M AUM 20.7% 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

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

Capital Advisory Group Advisory Services's IDRV Position: Q4 2021 in Review

Capital Advisory Group Advisory Services sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2021, closing a stake of 40 shares — an estimated $2K sold.

Capital Advisory Group Advisory Services first reported a position in IDRV in Q1 2021 and held it in 3 quarters. The position peaked at $2K in Q3 2021. 114 funds tracked by Wall St. Rank hold IDRV as of Q4 2021.

Capital Advisory Group Advisory Services reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2021 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 40 iShares Self-Driving EV and Tech ETF shares in Q4 2021, an estimated $2K.
Capital Advisory Group Advisory Services first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 3 quarters.
Capital Advisory Group Advisory Services's iShares Self-Driving EV and Tech ETF position peaked at $2K in Q3 2021.
114 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2021.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2021, filed 15 Feb 2022.