Financial Architects (New Jersey)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.91M | Sell |
46,736
-3,733
| -7% | -$153K | 0.29% | 76 |
|
|
2023
Q1 | $1.94M | Sell |
50,469
-1,667
| -3% | -$63.9K | 0.31% | 78 |
|
|
2022
Q4 | $1.76M | Sell |
52,136
-13,675
| -21% | -$463K | 0.29% | 84 |
|
|
2022
Q3 | $2.2M | Buy |
+65,811
| New | +$2.2M | 0.38% | 57 |
|
|
2022
Q2 | – | Sell |
-69,552
| Closed | -$3.23M | – | 122 |
|
|
2022
Q1 | $3.23M | Buy |
69,552
+2,342
| +3% | +$109K | 0.46% | 50 |
|
|
2021
Q4 | $3.65M | Buy |
67,210
+10,853
| +19% | +$589K | 0.49% | 43 |
|
|
2021
Q3 | $2.71M | Buy |
56,357
+6,477
| +13% | +$312K | 0.39% | 59 |
|
|
2021
Q2 | $2.48M | Buy |
49,880
+8,848
| +22% | +$440K | 0.36% | 68 |
|
|
2021
Q1 | $1.89M | Buy |
41,032
+31,389
| +326% | +$1.45M | 0.3% | 80 |
|
|
2020
Q4 | $417K | Buy |
+9,643
| New | +$417K | 0.08% | 183 |
|