GW
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GW & Wade’s iShares Self-Driving EV and Tech ETF IDRV Stock Holding History

GW & Wade’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
2023
Q4 		– Sell
-7,039
Closed -$262K – 430
2023
Q3 		$262K Buy
7,039
+1,111
+19% +$45.2K 0.01% 343
2023
Q2 		$243K Buy
+5,928
New +$223K 0.01% 350

Other funds holding IDRV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MFG
Monumental Financial Group Rockville, Maryland $270M AUM 25.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return

GW & Wade's IDRV Position: Q4 2023 in Review

GW & Wade sold out of iShares Self-Driving EV and Tech ETF (IDRV) in Q4 2023, closing a stake of 7,039 shares — an estimated $262K sold.

GW & Wade first reported a position in IDRV in Q2 2023 and held it in 2 quarters. The position peaked at $262K in Q3 2023. 102 funds tracked by Wall St. Rank hold IDRV as of Q4 2023.

  • GW & Wade reported no remaining iShares Self-Driving EV and Tech ETF position as of Q4 2023 after selling out during the quarter.
  • GW & Wade sold 7,039 iShares Self-Driving EV and Tech ETF shares in Q4 2023, an estimated $262K.
  • GW & Wade first reported a position in iShares Self-Driving EV and Tech ETF in Q2 2023 and held it in 2 quarters.
  • GW & Wade's iShares Self-Driving EV and Tech ETF position peaked at $262K in Q3 2023.
  • 102 funds tracked by Wall St. Rank held iShares Self-Driving EV and Tech ETF as of Q4 2023.

Based on GW & Wade's 13F filing for Q4 2023, filed 8 Feb 2024.