Geneos Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $41.7K | Sell |
1,362
-2,482
| -65% | -$75.9K | ﹤0.01% | 1676 |
|
|
2025
Q1 | $112K | Buy |
3,844
+2,482
| +182% | +$72.6K | ﹤0.01% | 1511 |
|
|
2024
Q4 | $39.8K | Sell |
1,362
-40
| -3% | -$1.17K | ﹤0.01% | 1407 |
|
|
2024
Q3 | $44.5K | Buy |
1,402
+1,160
| +479% | +$36.8K | ﹤0.01% | 1240 |
|
|
2024
Q2 | $6.9K | Sell |
242
-400
| -62% | -$11.4K | ﹤0.01% | 1636 |
|
|
2024
Q1 | $20.2K | Sell |
642
-175
| -21% | -$5.5K | ﹤0.01% | 1361 |
|
|
2023
Q4 | $29.2K | Hold |
817
| – | – | ﹤0.01% | 1239 |
|
|
2023
Q3 | $30.4K | Hold |
817
| – | – | ﹤0.01% | 1228 |
|
|
2023
Q2 | $33.4K | Buy |
817
+1
| +0.1% | +$41 | ﹤0.01% | 1206 |
|
|
2023
Q1 | $31.3K | Sell |
816
-400
| -33% | -$15.4K | ﹤0.01% | 1207 |
|
|
2022
Q4 | $41.2K | Hold |
1,216
| – | – | ﹤0.01% | 1115 |
|
|
2022
Q3 | $40K | Sell |
1,216
-185
| -13% | -$6.09K | ﹤0.01% | 1093 |
|
|
2022
Q2 | $51K | Hold |
1,401
| – | – | ﹤0.01% | 1274 |
|
|
2022
Q1 | $65K | Hold |
1,401
| – | – | ﹤0.01% | 1259 |
|
|
2021
Q4 | $75K | Buy |
1,401
+280
| +25% | +$15K | ﹤0.01% | 1292 |
|
|
2021
Q3 | $54K | Hold |
1,121
| – | – | ﹤0.01% | 1451 |
|
|
2021
Q2 | $55K | Hold |
1,121
| – | – | ﹤0.01% | 1428 |
|
|
2021
Q1 | $52K | Hold |
1,121
| – | – | ﹤0.01% | 1610 |
|
|
2020
Q4 | $51K | Buy |
+1,121
| New | +$51K | ﹤0.01% | 1451 |
|