Family Asset Management’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Family Asset Management’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	–	Sell	-1,975	Closed	-$70.6K	–	192
2023 Q4	$70.6K	Hold	1,975	–	–	0.05%	123
2023 Q3	$73.5K	Hold	1,975	–	–	0.05%	120
2023 Q2	$80.8K	Sell	1,975 -50	-2%	-$1.88K	0.05%	129
2023 Q1	$77.7K	Hold	2,025	–	–	0.06%	124
2022 Q4	$68.5K	Buy	+2,025	New	+$72.9K	0.06%	112

Other funds holding IDRV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MFG

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

DWP

Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

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

Family Asset Management's IDRV Position: Q1 2024 in Review

Family Asset Management sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q1 2024, closing a stake of 1,975 shares — an estimated $70.6K sold.

Family Asset Management first reported a position in IDRV in Q4 2022 and held it in 5 quarters. The position peaked at $80.8K in Q2 2023. 96 funds tracked by Wall St. Rank hold IDRV as of Q1 2024.

Family Asset Management reported no remaining iShares Self-Driving EV and Tech ETF position as of Q1 2024 after selling out during the quarter.
Family Asset Management sold 1,975 iShares Self-Driving EV and Tech ETF shares in Q1 2024, an estimated $70.6K.
Family Asset Management first reported a position in iShares Self-Driving EV and Tech ETF in Q4 2022 and held it in 5 quarters.
Family Asset Management's iShares Self-Driving EV and Tech ETF position peaked at $80.8K in Q2 2023.
96 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q1 2024.

Based on Family Asset Management's 13F filing for Q1 2024, filed 14 May 2024.