Carson Wealth (CWM LLC)’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6K | Buy |
198
+9
| +5% | +$273 | ﹤0.01% | 4534 |
|
|
2025
Q1 | $6K | Sell |
189
-10
| -5% | -$317 | ﹤0.01% | 4360 |
|
|
2024
Q4 | $6K | Sell |
199
-15
| -7% | -$452 | ﹤0.01% | 4115 |
|
|
2024
Q3 | $7K | Hold |
214
| – | – | ﹤0.01% | 3942 |
|
|
2024
Q2 | $6K | Hold |
214
| – | – | ﹤0.01% | 3776 |
|
|
2024
Q1 | $7K | Sell |
214
-2,076
| -91% | -$67.9K | ﹤0.01% | 3507 |
|
|
2023
Q4 | $82K | Buy |
2,290
+2,074
| +960% | +$74.3K | ﹤0.01% | 1871 |
|
|
2023
Q3 | $8K | Sell |
216
-100
| -32% | -$3.7K | ﹤0.01% | 3245 |
|
|
2023
Q2 | $13K | Buy |
316
+127
| +67% | +$5.23K | ﹤0.01% | 2918 |
|
|
2023
Q1 | $7K | Hold |
189
| – | – | ﹤0.01% | 3141 |
|
|
2022
Q4 | $6K | Sell |
189
-629
| -77% | -$20K | ﹤0.01% | 3077 |
|
|
2022
Q3 | $27K | Hold |
818
| – | – | ﹤0.01% | 2024 |
|
|
2022
Q2 | $30K | Hold |
818
| – | – | ﹤0.01% | 1884 |
|
|
2022
Q1 | $38K | Hold |
818
| – | – | ﹤0.01% | 1727 |
|
|
2021
Q4 | $44K | Buy |
+818
| New | +$44K | ﹤0.01% | 1622 |
|
|
2021
Q2 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2021
Q1 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q4 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q3 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q2 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2020
Q1 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2019
Q4 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2019
Q3 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2019
Q2 | $31K | Hold |
629
| – | – | ﹤0.01% | 1598 |
|
|
2019
Q1 | $31K | Buy |
+629
| New | +$31K | ﹤0.01% | 1598 |
|