Carmichael Hill & Associates’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Carmichael Hill & Associates’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	-259	Closed	-$9.27K	–	794
2023 Q4	$9.27K	Hold	259	–	–	﹤0.01%	582
2023 Q3	$9.62K	Hold	259	–	–	﹤0.01%	572
2023 Q2	$10.6K	Buy	259 +2	+0.8%	+$75	﹤0.01%	556
2023 Q1	$9.88K	Hold	257	–	–	﹤0.01%	563
2022 Q4	$8.7K	Buy	257 +1	+0.4%	+$36	﹤0.01%	569
2022 Q3	$9K	Hold	256	–	–	﹤0.01%	588
2022 Q2	$9K	Buy	256 +1	+0.4%	+$41	﹤0.01%	581
2022 Q1	$12K	Hold	255	–	–	0.01%	568
2021 Q4	$14K	Buy	+255	New	+$13.6K	0.01%	564

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

Carmichael Hill & Associates's IDRV Position: Q1 2024 in Review

Carmichael Hill & Associates sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 259 shares — an estimated $9.27K sold.

Carmichael Hill & Associates first reported a position in IDRV in Q4 2021 and held it in 9 quarters. The position peaked at $14K in Q4 2021. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

Carmichael Hill & Associates reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
Carmichael Hill & Associates sold 259 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $9.27K.
Carmichael Hill & Associates first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2021 and held it in 9 quarters.
Carmichael Hill & Associates's iShares Self-Driving EV and Tech ETF position peaked at $14K in Q4 2021.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Carmichael Hill & Associates's 13F filing for Q1 2024, filed 24 Apr 2024.