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Global Wealth Management Investment Advisory’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q2 		– Sell
-53
Closed -$2K – 464
2021
Q1 		$2K Buy
+53
New +$2.44K ﹤0.01% 409

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
3F
360 Financial Wayzata, Minnesota $332M AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return

Global Wealth Management Investment Advisory's IDRV Position: Q2 2021 in Review

Global Wealth Management Investment Advisory sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q2 2021, closing a stake of 53 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in IDRV in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 86 funds tracked by Wall St. Rank hold IDRV as of Q2 2021.

  • Global Wealth Management Investment Advisory reported no remaining iShares Self-Driving EV and Tech ETF position as of Q2 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 53 iShares Self-Driving EV and Tech ETF shares in Q2 2021, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in iShares Self-Driving EV and Tech ETF in Q1 2021 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's iShares Self-Driving EV and Tech ETF position peaked at $2K in Q1 2021.
  • 86 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q2 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2021, filed 11 Aug 2021.