Cetera Advisor Networks’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Cetera Advisor Networks’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	$911K	Sell	28,992 -1,008	-3%	-$31.7K	﹤0.01%	1526
2023 Q4	$1.07M	Sell	30,000 -540	-2%	-$18.4K	0.01%	1327
2023 Q3	$1.14M	Buy	30,540 +238	+0.8%	+$9.68K	0.01%	1196
2023 Q2	$1.24M	Sell	30,302 -168	-0.6%	-$6.33K	0.01%	1121
2023 Q1	$1.17M	Sell	30,470 -541	-2%	-$20.8K	0.01%	1137
2022 Q4	$1.05M	Buy	31,011 +8,654	+39%	+$312K	0.01%	1169
2022 Q3	$748K	Buy	22,357 +5,257	+31%	+$204K	0.01%	1052
2022 Q2	$630K	Buy	17,100 +6,127	+56%	+$251K	0.01%	1123
2022 Q1	$509K	Buy	10,973 +4,049	+58%	+$197K	0.01%	1291
2021 Q4	$375K	Buy	6,924 +1,772	+34%	+$94.2K	﹤0.01%	1471
2021 Q3	$248K	Buy	5,152 +980	+23%	+$48.4K	﹤0.01%	1661
2021 Q2	$207K	Buy	+4,172	New	+$199K	﹤0.01%	1747

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MFG

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cetera Advisor Networks's IDRV Position: Q1 2024 in Review

Cetera Advisor Networks reduced its iShares Self-Driving EV and Tech ETF (IDRV) stake by 3.4% in Q1 2024, selling an estimated $31.7K and leaving 28,992 shares worth $911K. The position accounts for ﹤0.01% of the portfolio, ranked #1526.

Cetera Advisor Networks first reported a position in IDRV in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.24M in Q2 2023. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

Cetera Advisor Networks held 28,992 shares of iShares Self-Driving EV and Tech ETF worth $911K as of Q1 2024.
Cetera Advisor Networks sold 1,008 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $31.7K.
iShares Self-Driving EV and Tech ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1526 holding.
Cetera Advisor Networks first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2021 and has held it in 12 quarters since.
Cetera Advisor Networks's iShares Self-Driving EV and Tech ETF position peaked at $1.24M in Q2 2023.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.