Creative Planning’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 | $217K | Sell |
7,098
-197
| -3% | -$6.02K | ﹤0.01% | 3152 |
|
2025
Q1 | $213K | Hold |
7,295
| – | – | ﹤0.01% | 3004 |
|
2024
Q4 | $213K | Buy |
+7,295
| New | +$213K | ﹤0.01% | 2921 |
|
2024
Q2 | – | Sell |
-8,136
| Closed | -$256K | – | 3039 |
|
2024
Q1 | $256K | Buy |
8,136
+477
| +6% | +$15K | ﹤0.01% | 2366 |
|
2023
Q4 | $274K | Sell |
7,659
-2,088
| -21% | -$74.6K | ﹤0.01% | 2147 |
|
2023
Q3 | $362K | Sell |
9,747
-995
| -9% | -$37K | ﹤0.01% | 1783 |
|
2023
Q2 | $439K | Sell |
10,742
-27
| -0.3% | -$1.11K | ﹤0.01% | 1639 |
|
2023
Q1 | $413K | Sell |
10,769
-22
| -0.2% | -$844 | ﹤0.01% | 1589 |
|
2022
Q4 | $365K | Buy |
10,791
+360
| +3% | +$12.2K | ﹤0.01% | 1587 |
|
2022
Q3 | $349K | Buy |
10,431
+163
| +2% | +$5.45K | ﹤0.01% | 1538 |
|
2022
Q2 | $378K | Buy |
10,268
+903
| +10% | +$33.2K | ﹤0.01% | 1459 |
|
2022
Q1 | $435K | Sell |
9,365
-1,024
| -10% | -$47.6K | ﹤0.01% | 1399 |
|
2021
Q4 | $563K | Buy |
10,389
+139
| +1% | +$7.53K | ﹤0.01% | 1241 |
|
2021
Q3 | $493K | Buy |
10,250
+1,146
| +13% | +$55.1K | ﹤0.01% | 1303 |
|
2021
Q2 | $452K | Buy |
9,104
+2,132
| +31% | +$106K | ﹤0.01% | 1338 |
|
2021
Q1 | $322K | Buy |
6,972
+1,280
| +22% | +$59.1K | ﹤0.01% | 1725 |
|
2020
Q4 | $246K | Buy |
+5,692
| New | +$246K | ﹤0.01% | 1723 |
|