Destiny Wealth Partners’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Destiny Wealth Partners’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	-73,768	Closed	-$2.32M	–	163
2024 Q1	$2.32M	Buy	73,768 +3,772	+5%	+$119K	0.42%	58
2023 Q4	$2.38M	Buy	69,996 +5,461	+8%	+$186K	0.45%	58
2023 Q3	$2.4M	Buy	64,535 +375	+0.6%	+$15.3K	0.48%	58
2023 Q2	$2.78M	Buy	64,160 +3,246	+5%	+$122K	0.53%	55
2023 Q1	$2.34M	Buy	60,914 +2,328	+4%	+$89.5K	0.48%	56
2022 Q4	$1.98M	Buy	+58,586	New	+$2.11M	0.43%	57

Other funds holding IDRV

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 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

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

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

Citadel Advisors Miami, Florida $875B AUM 40.91% 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

Destiny Wealth Partners's IDRV Position: Q2 2024 in Review

Destiny Wealth Partners sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2024, closing a stake of 73,768 shares — an estimated $2.32M sold.

Destiny Wealth Partners first reported a position in IDRV in Q4 2022 and held it in 6 quarters. The position peaked at $2.78M in Q2 2023. 95 funds tracked by Wall St. Rank hold IDRV as of Q2 2024.

Destiny Wealth Partners reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2024 after selling out during the quarter.
Destiny Wealth Partners sold 73,768 iShares Self-Driving EV and Tech ETF shares in Q2 2024, an estimated $2.32M.
Destiny Wealth Partners first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and held it in 6 quarters.
Destiny Wealth Partners's iShares Self-Driving EV and Tech ETF position peaked at $2.78M in Q2 2023.
95 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2024.

Based on Destiny Wealth Partners's 13F filing for Q2 2024, filed 25 Jul 2024.