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Crewe Advisors’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Crewe Advisors’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
Q2 		– Sell
-255
Closed -$8.02K – 984
2024
Q1 		$8.02K Hold
255
– – ﹤0.01% 654
2023
Q4 		$9.11K Hold
255
– – ﹤0.01% 215
2023
Q3 		$9.48K Hold
255
– – ﹤0.01% 249
2023
Q2 		$10.4K Buy
+255
New +$9.6K ﹤0.01% 404

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
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

Crewe Advisors's IDRV Position: Q2 2024 in Review

Crewe Advisors sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2024, closing a stake of 255 shares — an estimated $8.02K sold.

Crewe Advisors first reported a position in IDRV in Q2 2023 and held it in 4 quarters. The position peaked at $10.4K in Q2 2023. 95 funds tracked by Wall St. Rank hold IDRV as of Q2 2024.

  • Crewe Advisors reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2024 after selling out during the quarter.
  • Crewe Advisors sold 255 iShares Self-Driving EV and Tech ETF shares in Q2 2024, an estimated $8.02K.
  • Crewe Advisors first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2023 and held it in 4 quarters.
  • Crewe Advisors's iShares Self-Driving EV and Tech ETF position peaked at $10.4K in Q2 2023.
  • 95 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2024.

Based on Crewe Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.