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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B 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 $376B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B 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